Filed May 15, 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-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,070 | $44,764-46.2% | $68,791-65.0% | $64,808-62.9% |
| Participation rate | 40.3% | 64.8%-24.4pp | 69.0%-28.7pp | 71.5%-31.1pp |
| Annual return | -9.69% | -10.91%+1.2pp | -6.38%-3.3pp | 32.82%-42.5pp |
| Employer contribution / active EE | $0 | $1,775-100.0% | $2,655-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,162 | $3,238-64.1% | $3,941-70.5% | $4,310-73.0% |
| Admin fee / account holder | $29 | $151-80.5% | $4,932-99.4% | $188-84.3% |