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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,377 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,868 | $52,406+56.2% | $129,207-36.6% | $74,495+9.9% |
| Participation rate | 44.6% | 53.8%-9.2pp | 69.6%-25.0pp | 67.2%-22.6pp |
| Annual return | 12.73% | 15.66%-2.9pp | 9417.33%-9404.6pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $1,938 | $1,531+26.6% | $4,153-53.3% | $2,623-26.1% |
| Participant deferral / active EE | $3,628 | $2,794+29.8% | $4,168-13.0% | $4,346-16.5% |
| Admin fee / account holder | $221 | $2,633-91.6% | $7,715-97.1% | $1,942-88.6% |