Filed August 7, 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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,754 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,974 | $81,474+12.9% | $133,956-31.3% | $73,488+25.2% |
| Participation rate | 90.8% | 76.4%+14.5pp | 79.8%+11.0pp | 70.7%+20.1pp |
| Annual return | 9.94% | 19.40%-9.5pp | 45.09%-35.2pp | 28.51%-18.6pp |
| Employer contribution / active EE | $1,213 | $2,209-45.1% | $3,919-69.1% | $2,270-46.6% |
| Participant deferral / active EE | $3,989 | $3,786+5.4% | $5,048-21.0% | $3,740+6.7% |
| Admin fee / account holder | $84 | $713-88.2% | $8,927-99.1% | $513-83.6% |