Filed January 30, 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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $52,523 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $48,127 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $135,502 | $99,957+35.6% | $149,696-9.5% | $73,488+84.4% |
| Participation rate | 79.4% | 75.7%+3.7pp | 82.5%-3.1pp | 70.7%+8.7pp |
| Annual return | 14.25% | 53.87%-39.6pp | 276.60%-262.4pp | 28.51%-14.3pp |
| Employer contribution / active EE | $1,884 | $3,191-41.0% | $4,644-59.4% | $2,270-17.0% |
| Participant deferral / active EE | $13,007 | $6,073+114.2% | $6,842+90.1% | $3,740+247.8% |
| Admin fee / account holder | $667 | $551+21.0% | $9,309-92.8% | $513+29.9% |