Filed December 11, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $49,620 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,364 | $122,239-48.2% | $184,203-65.6% | $74,495-14.9% |
| Participation rate | 97.3% | 85.5%+11.8pp | 86.8%+10.5pp | 67.2%+30.1pp |
| Annual return | 16.09% | 19.95%-3.9pp | 28.81%-12.7pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $3,013 | $4,537-33.6% | $6,427-53.1% | $2,623+14.9% |
| Participant deferral / active EE | $5,942 | $7,139-16.8% | $9,131-34.9% | $4,346+36.7% |
| Admin fee / account holder | $198 | $1,260-84.3% | $13,901-98.6% | $1,942-89.8% |