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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $48,790 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $47,060 |
ADP BROKER-DEALER6 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,205 | $84,487+5.6% | $125,339-28.8% | $66,914+33.3% |
| Participation rate | 75.0% | 76.4%-1.4pp | 82.4%-7.4pp | 69.8%+5.2pp |
| Annual return | -17.38% | -8.39%-9.0pp | 572.05%-589.4pp | 1.58%-19.0pp |
| Employer contribution / active EE | $2,595 | $3,553-27.0% | $4,814-46.1% | $2,544+2.0% |
| Participant deferral / active EE | $9,713 | $6,781+43.2% | $7,446+30.4% | $4,237+129.3% |
| Admin fee / account holder | $518 | $685-24.4% | $10,010-94.8% | $593-12.7% |