Filed November 25, 2013
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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $91,396 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $90,437 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,874 | $55,416-17.2% | $75,972-39.6% | $77,643-40.9% |
| Participation rate | 96.0% | 63.6%+32.5pp | 69.1%+27.0pp | 70.6%+25.5pp |
| Annual return | 17.47% | 17.07%+0.4pp | 359.55%-342.1pp | 31.24%-13.8pp |
| Employer contribution / active EE | $1,641 | $1,788-8.2% | $2,685-38.9% | $2,726-39.8% |
| Participant deferral / active EE | $6,312 | $3,447+83.1% | $4,255+48.3% | $4,647+35.8% |
| Admin fee / account holder | $203 | $414-51.0% | $6,467-96.9% | $430-52.9% |