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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $55,372 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,305 | $81,908-47.1% | $90,749-52.3% | $64,808-33.2% |
| Participation rate | 97.4% | 80.5%+16.9pp | 75.7%+21.7pp | 71.5%+25.9pp |
| Annual return | -15.00% | -12.53%-2.5pp | -12.16%-2.8pp | 32.82%-47.8pp |
| Employer contribution / active EE | $832 | $3,065-72.9% | $2,921-71.5% | $2,506-66.8% |
| Participant deferral / active EE | $4,494 | $4,840-7.2% | $4,564-1.5% | $4,310+4.3% |
| Admin fee / account holder | $116 | $157-26.3% | $8,445-98.6% | $188-38.3% |