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 | $71,359 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,360 | $56,503+44.0% | $70,092+16.1% | $64,808+25.5% |
| Participation rate | 93.4% | 70.5%+22.9pp | 70.5%+22.9pp | 71.5%+21.9pp |
| Annual return | -15.71% | -13.44%-2.3pp | 190.73%-206.4pp | 32.82%-48.5pp |
| Employer contribution / active EE | $2,467 | $2,046+20.6% | $2,559-3.6% | $2,506-1.5% |
| Participant deferral / active EE | $4,962 | $3,389+46.4% | $3,849+28.9% | $4,310+15.1% |
| Admin fee / account holder | $65 | $160-59.3% | $6,267-99.0% | $188-65.3% |