Filed December 12, 2011
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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $24,143 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,260 | $79,523-41.8% | $140,016-67.0% | $56,287-17.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -4.68% | 2.39%-7.1pp | 651.12%-655.8pp | -9.96%+5.3pp |
| Employer contribution / active EE | $4,593 | $3,350+37.1% | $5,606-18.1% | $2,111+117.6% |
| Participant deferral / active EE | $2,270 | $5,129-55.7% | $6,927-67.2% | $3,350-32.2% |
| Admin fee / account holder | $178 | $614-71.1% | $10,705-98.3% | $521-65.9% |