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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $37,531 |
Service code 15 · EIN 82-5320133 | Recordkeeping | $8,237 |
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 | $52,127 | $85,135-38.8% | $98,907-47.3% | $73,409-29.0% |
| Participation rate | 97.3% | 81.1%+16.1pp | 76.0%+21.2pp | 72.2%+25.1pp |
| Annual return | 19.52% | 19.14%+0.4pp | 196.43%-176.9pp | 59.29%-39.8pp |
| Employer contribution / active EE | $746 | $2,721-72.6% | $2,689-72.3% | $2,234-66.6% |
| Participant deferral / active EE | $4,048 | $4,349-6.9% | $4,244-4.6% | $3,805+6.4% |
| Admin fee / account holder | $110 | $139-21.0% | $6,642-98.3% | $158-30.4% |