Filed January 3, 2005
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+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $800 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $52,746 | $70,002-24.7% | $115,037-54.1% | $52,331+0.8% |
| Participation rate | 84.3% | 72.1%+12.2pp | 81.4%+2.9pp | 68.1%+16.2pp |
| Annual return | 3.68% | 4.04%-0.4pp | 26.14%-22.5pp | 4.54%-0.9pp |
| Employer contribution / active EE | $1,425 | $2,715-47.5% | $4,608-69.1% | $1,882-24.3% |
| Participant deferral / active EE | $6,441 | $4,920+30.9% | $6,026+6.9% | $3,022+113.1% |
| Admin fee / account holder | $7 | $566-98.7% | $8,175-99.9% | $592-98.8% |