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-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $26,663 |
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 | $55,498 | $98,982-43.9% | $162,163-65.8% | $65,185-14.9% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 20.74% | 24.84%-4.1pp | 115.59%-94.8pp | 29.38%-8.6pp |
| Employer contribution / active EE | $5,937 | $3,467+71.3% | $5,614+5.8% | $2,177+172.8% |
| Participant deferral / active EE | $3,050 | $5,384-43.4% | $7,298-58.2% | $3,514-13.2% |
| Admin fee / account holder | $197 | $596-67.0% | $10,843-98.2% | $847-76.8% |