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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,490 |
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $11,020 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return 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 | $29,144 | $65,061-55.2% | $143,757-79.7% | $66,914-56.4% |
| Participation rate | 89.4% | 65.2%+24.2pp | 80.3%+9.1pp | 69.8%+19.6pp |
| Annual return | -19.09% | -11.14%-8.0pp | -0.04%-19.1pp | 1.58%-20.7pp |
| Employer contribution / active EE | $684 | $2,361-71.0% | $4,951-86.2% | $2,544-73.1% |
| Participant deferral / active EE | $3,212 | $2,919+10.0% | $5,637-43.0% | $4,237-24.2% |
| Admin fee / account holder | $98 | $502-80.5% | $14,673-99.3% | $593-83.5% |