Filed December 29, 2000
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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,215 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $53,890 | $60,396-10.8% | $111,392-51.6% | $56,287-4.3% |
| Participation rate | 91.9% | 72.4%+19.5pp | 78.9%+13.0pp | 69.9%+22.0pp |
| Annual return | -1.86% | 20.26%-22.1pp | -2.06%+0.2pp | -9.96%+8.1pp |
| Employer contribution / active EE | $4,276 | $3,459+23.6% | $4,328-1.2% | $2,111+102.6% |
| Participant deferral / active EE | $5,637 | $4,421+27.5% | $5,567+1.3% | $3,350+68.3% |
| Admin fee / account holder | $30 | $610-95.1% | $12,266-99.8% | $521-94.3% |