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 | $74,559 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,610 | $69,823+38.4% | $77,163+25.2% | $74,419+29.8% |
| Participation rate | 93.5% | 70.0%+23.5pp | 69.6%+23.9pp | 70.7%+22.7pp |
| Annual return | 18.43% | 19.98%-1.5pp | 37.87%-19.4pp | 34.38%-16.0pp |
| Employer contribution / active EE | $2,914 | $2,150+35.5% | $2,535+14.9% | $2,637+10.5% |
| Participant deferral / active EE | $5,923 | $3,558+66.5% | $3,833+54.5% | $4,528+30.8% |
| Admin fee / account holder | $71 | $398-82.1% | $5,472-98.7% | $348-79.6% |