Filed June 8, 2009
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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,465 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $14,954 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,270 | $29,546+9.2% | $56,441-42.8% | $77,671-58.5% |
| Participation rate | 33.0% | 32.7%+0.3pp | 52.5%-19.5pp | 70.6%-37.6pp |
| Annual return | 11.19% | 19.01%-7.8pp | 1704.21%-1693.0pp | 31.21%-20.0pp |
| Employer contribution / active EE | $294 | $568-48.2% | $1,039-71.7% | $2,726-89.2% |
| Participant deferral / active EE | $1,112 | $1,061+4.8% | $1,953-43.1% | $4,648-76.1% |
| Admin fee / account holder | $236 | $1,046-77.4% | $2,829-91.6% | $430-45.1% |