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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $59,867 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,036 | $84,936-61.1% | $111,297-70.3% | $79,386-58.4% |
| Participation rate | 95.7% | 75.9%+19.8pp | 77.3%+18.3pp | 70.7%+24.9pp |
| Annual return | 14.75% | 17.45%-2.7pp | 54.65%-39.9pp | 116.85%-102.1pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,731-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,551 | $3,888-34.4% | $4,487-43.2% | $4,046-37.0% |
| Admin fee / account holder | $85 | $537-84.1% | $7,964-98.9% | $626-86.4% |