Filed February 18, 2009
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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,045 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,719 | $88,083-19.7% | $164,813-57.1% | $74,495-5.1% |
| Participation rate | 91.3% | 73.0%+18.2pp | 78.6%+12.7pp | 67.2%+24.1pp |
| Annual return | 12.25% | 17.26%-5.0pp | 69.93%-57.7pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $5,510 | $2,593+112.5% | $4,341+26.9% | $2,623+110.1% |
| Participant deferral / active EE | $10,425 | $4,498+131.8% | $6,031+72.8% | $4,346+139.9% |
| Admin fee / account holder | $23 | $2,234-99.0% | $12,690-99.8% | $1,942-98.8% |