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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,915 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,847 | $117,025-66.8% | $91,541-57.6% | $85,563-54.6% |
| Participation rate | 97.4% | 64.2%+33.1pp | 69.8%+27.6pp | 66.0%+31.4pp |
| Annual return | 15.55% | 18.02%-2.5pp | 20.50%-5.0pp | 31.51%-16.0pp |
| Employer contribution / active EE | $2,956 | $2,120+39.4% | $2,505+18.0% | $2,654+11.4% |
| Participant deferral / active EE | $2,444 | $3,446-29.1% | $4,008-39.0% | $4,375-44.2% |
| Admin fee / account holder | $70 | $1,242-94.4% | $6,956-99.0% | $834-91.7% |