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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $54,168 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,790 | $84,784-38.9% | $98,439-47.4% | $74,419-30.4% |
| Participation rate | 96.8% | 81.5%+15.3pp | 75.2%+21.6pp | 70.7%+26.1pp |
| Annual return | 17.12% | 20.59%-3.5pp | 21.16%-4.0pp | 34.38%-17.3pp |
| Employer contribution / active EE | $814 | $3,364-75.8% | $3,048-73.3% | $2,637-69.2% |
| Participant deferral / active EE | $4,540 | $5,218-13.0% | $4,738-4.2% | $4,528+0.3% |
| Admin fee / account holder | $115 | $204-43.5% | $8,948-98.7% | $348-66.8% |