Filed April 20, 2015
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,575 |
ADP BROKER-DEALER3+ 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 | $99,242 | $75,284+31.8% | $91,001+9.1% | $69,631+42.5% |
| Participation rate | 91.9% | 80.4%+11.5pp | 75.6%+16.3pp | 70.7%+21.2pp |
| Annual return | 21.78% | 48.40%-26.6pp | 4.60%+17.2pp | 27571.02%-27549.2pp |
| Employer contribution / active EE | $733 | $2,473-70.4% | $2,456-70.1% | $2,032-63.9% |
| Participant deferral / active EE | $3,300 | $3,700-10.8% | $3,547-7.0% | $3,224+2.4% |
| Admin fee / account holder | $16 | $111-85.2% | $5,417-99.7% | $110-85.2% |