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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $635 |
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 | $106,793 | $61,473+73.7% | $81,930+30.3% | $73,409+45.5% |
| Participation rate | 80.5% | 72.4%+8.2pp | 72.0%+8.6pp | 72.2%+8.4pp |
| Annual return | 13.83% | 28.26%-14.4pp | 29.49%-15.7pp | 59.29%-45.5pp |
| Employer contribution / active EE | $1,846 | $1,898-2.7% | $4,310-57.2% | $2,234-17.4% |
| Participant deferral / active EE | $3,702 | $3,080+20.2% | $7,107-47.9% | $3,805-2.7% |
| Admin fee / account holder | $19 | $125-84.7% | $5,158-99.6% | $158-87.8% |