Filed November 5, 2010
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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $23,955 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,952 |
ADP BROKER-DEALER2 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 | $69,959 | $59,402+17.8% | $93,654-25.3% | $74,546-6.2% |
| Participation rate | 95.7% | 59.7%+36.0pp | 68.7%+26.9pp | 67.2%+28.4pp |
| Annual return | 14.60% | 81.86%-67.3pp | 133.34%-118.7pp | 1366.03%-1351.4pp |
| Employer contribution / active EE | $1,229 | $1,265-2.8% | $2,421-49.2% | $2,624-53.2% |
| Participant deferral / active EE | $3,794 | $3,049+24.4% | $4,413-14.0% | $4,347-12.7% |
| Admin fee / account holder | $263 | $3,023-91.3% | $8,282-96.8% | $1,944-86.5% |