Filed February 21, 2006
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 | $45,963 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,958 | $128,899+98.6% | $113,168+126.2% | $102,872+148.8% |
| Participation rate | 98.1% | 87.0%+11.1pp | 76.6%+21.6pp | 73.0%+25.1pp |
| Annual return | 15.74% | 15.88%-0.1pp | 24.27%-8.5pp | 19.06%-3.3pp |
| Employer contribution / active EE | $11,669 | $3,713+214.3% | $2,975+292.2% | $3,526+230.9% |
| Participant deferral / active EE | $8,660 | $6,787+27.6% | $5,107+69.6% | $5,535+56.5% |
| Admin fee / account holder | $18 | $129-86.4% | $12,068-99.9% | $292-94.0% |