Filed January 6, 2006 (most recent of 3 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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,048 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,330 | $50,199-23.6% | $70,092-45.3% | $66,914-42.7% |
| Participation rate | 89.7% | 66.3%+23.4pp | 70.5%+19.2pp | 69.8%+19.9pp |
| Annual return | -15.11% | -13.85%-1.3pp | 190.73%-205.8pp | 1.58%-16.7pp |
| Employer contribution / active EE | $804 | $1,864-56.9% | $2,559-68.6% | $2,544-68.4% |
| Participant deferral / active EE | $2,601 | $3,112-16.4% | $3,849-32.4% | $4,237-38.6% |
| Admin fee / account holder | $62 | $600-89.6% | $6,267-99.0% | $593-89.5% |