Filed January 31, 1995
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 9-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-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $72,236 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,863 | $73,404-48.4% | $87,100-56.5% | $67,579-44.0% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.9%+23.1pp | 71.3%+28.7pp |
| Annual return | 24.88% | 48.29%-23.4pp | 28.19%-3.3pp | 378.56%-353.7pp |
| Employer contribution / active EE | $2,462 | $2,014+22.2% | $2,521-2.4% | $2,148+14.6% |
| Participant deferral / active EE | $2,541 | $3,913-35.1% | $4,049-37.2% | $3,539-28.2% |
| Admin fee / account holder | $88 | $142-37.9% | $7,497-98.8% | $142-38.2% |