Filed July 31, 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 8-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 | $4,270 |
Participant 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 | $113,034 | $130,224-13.2% | $197,124-42.7% | $79,634+41.9% |
| Participation rate | 97.5% | 87.8%+9.7pp | 86.7%+10.8pp | 62.5%+35.0pp |
| Annual return | 16.38% | 23.65%-7.3pp | 44.34%-28.0pp | 36.46%-20.1pp |
| Employer contribution / active EE | $2,110 | $4,314-51.1% | $6,227-66.1% | $2,529-16.6% |
| Participant deferral / active EE | $4,527 | $7,378-38.6% | $9,135-50.4% | $3,835+18.0% |
| Admin fee / account holder | $9 | $254-96.5% | $16,298-99.9% | $1,002-99.1% |