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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,004 |
Service code 59 · EIN 13-5674085 | Shareholder Servicing | $20,386 |
ADP BROKER-DEALER9+ 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 | $31,788 | $61,272-48.1% | $149,673-78.8% | $71,457-55.5% |
| Participation rate | 91.7% | 62.5%+29.2pp | 78.8%+13.0pp | 67.9%+23.8pp |
| Annual return | 18.73% | 35.85%-17.1pp | 134.42%-115.7pp | 28.85%-10.1pp |
| Employer contribution / active EE | $805 | $2,378-66.2% | $4,818-83.3% | $2,588-68.9% |
| Participant deferral / active EE | $3,799 | $2,917+30.2% | $5,680-33.1% | $4,289-11.4% |
| Admin fee / account holder | $91 | $1,261-92.8% | $13,210-99.3% | $1,587-94.3% |