Filed February 12, 2007
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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,833 |
Service code 59 · EIN 13-5674085 | Shareholder Servicing | $26,440 |
ADP BROKER-DEALER7+ 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 | $40,318 | $61,156-34.1% | $185,823-78.3% | $79,386-49.2% |
| Participation rate | 89.5% | 66.6%+22.9pp | 81.7%+7.8pp | 70.7%+18.8pp |
| Annual return | 13.55% | 19.45%-5.9pp | 122.05%-108.5pp | 116.85%-103.3pp |
| Employer contribution / active EE | $850 | $2,321-63.4% | $5,167-83.6% | $2,427-65.0% |
| Participant deferral / active EE | $3,832 | $2,789+37.4% | $5,568-31.2% | $4,046-5.3% |
| Admin fee / account holder | $121 | $710-83.0% | $16,237-99.3% | $626-80.7% |