Filed May 1, 2007 (most recent of 2 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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,841 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,760 | $45,602+33.2% | $117,472-48.3% | $66,914-9.2% |
| Participation rate | 43.3% | 57.6%-14.3pp | 70.6%-27.3pp | 69.8%-26.5pp |
| Annual return | -22.01% | -16.74%-5.3pp | 29.74%-51.7pp | 1.58%-23.6pp |
| Employer contribution / active EE | $1,718 | $1,579+8.8% | $4,176-58.9% | $2,544-32.5% |
| Participant deferral / active EE | $3,740 | $2,845+31.4% | $4,070-8.1% | $4,237-11.7% |
| Admin fee / account holder | $153 | $661-76.8% | $5,645-97.3% | $593-74.1% |