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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,499 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $24,730 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,320 | $55,415-20.0% | $155,509-71.5% | $74,495-40.5% |
| Participation rate | 72.6% | 61.9%+10.7pp | 78.2%-5.5pp | 67.2%+5.4pp |
| Annual return | 16.05% | 268.50%-252.5pp | 64.67%-48.6pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $905 | $2,267-60.1% | $4,672-80.6% | $2,623-65.5% |
| Participant deferral / active EE | $4,277 | $2,836+50.8% | $5,626-24.0% | $4,346-1.6% |
| Admin fee / account holder | $126 | $1,738-92.7% | $15,912-99.2% | $1,942-93.5% |