Filed July 20, 2001
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,940 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,097 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,654 | $79,171-20.9% | $102,423-38.8% | $74,495-15.9% |
| Participation rate | 81.9% | 74.8%+7.1pp | 76.5%+5.4pp | 67.2%+14.7pp |
| Annual return | 13.21% | 54.93%-41.7pp | 29.32%-16.1pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $579 | $2,362-75.5% | $3,023-80.8% | $2,623-77.9% |
| Participant deferral / active EE | $3,513 | $4,415-20.4% | $5,053-30.5% | $4,346-19.2% |
| Admin fee / account holder | $67 | $2,001-96.7% | $9,451-99.3% | $1,942-96.6% |