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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,913 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,737 | $69,823-40.2% | $77,163-45.9% | $74,419-43.9% |
| Participation rate | 88.9% | 70.0%+18.9pp | 69.6%+19.3pp | 70.7%+18.2pp |
| Annual return | 16.79% | 19.98%-3.2pp | 37.87%-21.1pp | 34.38%-17.6pp |
| Employer contribution / active EE | $737 | $2,150-65.7% | $2,535-70.9% | $2,637-72.1% |
| Participant deferral / active EE | $2,286 | $3,558-35.7% | $3,833-40.4% | $4,528-49.5% |
| Admin fee / account holder | $54 | $398-86.5% | $5,472-99.0% | $348-84.6% |