Filed November 17, 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 |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,273 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $21,167 | $51,197-58.7% | $82,719-74.4% | $66,914-68.4% |
| Participation rate | 47.2% | 67.8%-20.6pp | 72.6%-25.4pp | 69.8%-22.6pp |
| Annual return | -13.96% | -9.64%-4.3pp | 701.18%-715.1pp | 1.58%-15.5pp |
| Employer contribution / active EE | $228 | $2,611-91.3% | $3,009-92.4% | $2,544-91.0% |
| Participant deferral / active EE | $1,320 | $3,458-61.8% | $4,395-70.0% | $4,237-68.8% |
| Admin fee / account holder | $170 | $416-59.1% | $5,329-96.8% | $593-71.4% |