Filed January 16, 2006
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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,747 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 15 · EIN 36-3258176 | Recordkeeping | $10,775 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $91,312 | $69,745+30.9% | $67,511+35.3% | $74,546+22.5% |
| Participation rate | 49.7% | 71.3%-21.6pp | 72.9%-23.2pp | 67.2%-17.5pp |
| Annual return | 16.17% | -40.37%+56.5pp | 3517.41%-3501.2pp | 1366.03%-1349.9pp |
| Employer contribution / active EE | $0 | $2,705-100.0% | $2,733-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $3,445 | $3,636-5.3% | $4,000-13.9% | $4,347-20.8% |
| Admin fee / account holder | $214 | $894-76.0% | $3,999-94.6% | $1,944-89.0% |