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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $50,396 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $45,097 |
ADP BROKER-DEALER7 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 | $104,510 | $91,407+14.3% | $135,903-23.1% | $71,457+46.3% |
| Participation rate | 76.4% | 75.7%+0.8pp | 81.9%-5.5pp | 67.9%+8.5pp |
| Annual return | 23.97% | 29.90%-5.9pp | 68.23%-44.3pp | 28.85%-4.9pp |
| Employer contribution / active EE | $3,375 | $3,703-8.9% | $4,856-30.5% | $2,588+30.4% |
| Participant deferral / active EE | $12,120 | $7,092+70.9% | $7,758+56.2% | $4,289+182.6% |
| Admin fee / account holder | $468 | $1,266-63.0% | $10,762-95.7% | $1,587-70.5% |