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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $56,948 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $71,424 | $48,335+47.8% | $121,098-41.0% | $71,4570% |
| Participation rate | 54.6% | 54.3%+0.4pp | 69.5%-14.9pp | 67.9%-13.3pp |
| Annual return | 16.46% | 23.32%-6.9pp | 985.75%-969.3pp | 28.85%-12.4pp |
| Employer contribution / active EE | $2,307 | $1,489+55.0% | $4,164-44.6% | $2,588-10.8% |
| Participant deferral / active EE | $4,242 | $2,754+54.0% | $4,080+4.0% | $4,289-1.1% |
| Admin fee / account holder | $248 | $1,841-86.5% | $5,644-95.6% | $1,587-84.4% |