Filed March 24, 1999 (most recent of 4 filings on file)
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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,647 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $73,446 | $70,908+3.6% | $98,907-25.7% | $73,488-0.1% |
| Participation rate | 96.4% | 73.8%+22.6pp | 76.0%+20.4pp | 70.7%+25.7pp |
| Annual return | 18.97% | 34.17%-15.2pp | 196.43%-177.5pp | 28.51%-9.5pp |
| Employer contribution / active EE | $3,211 | $2,036+57.7% | $2,689+19.4% | $2,270+41.5% |
| Participant deferral / active EE | $9,524 | $3,500+172.1% | $4,244+124.4% | $3,740+154.7% |
| Admin fee / account holder | $19 | $535-96.4% | $6,642-99.7% | $513-96.3% |