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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $82,760 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,106 | $66,457+56.7% | $81,382+27.9% | $77,643+34.1% |
| Participation rate | 93.5% | 68.7%+24.8pp | 69.5%+24.0pp | 70.6%+22.9pp |
| Annual return | 12.60% | 15.93%-3.3pp | 24.73%-12.1pp | 31.24%-18.6pp |
| Employer contribution / active EE | $2,906 | $2,159+34.6% | $2,463+18.0% | $2,726+6.6% |
| Participant deferral / active EE | $5,836 | $3,679+58.6% | $3,883+50.3% | $4,647+25.6% |
| Admin fee / account holder | $83 | $583-85.8% | $5,768-98.6% | $430-80.8% |