Filed August 27, 2009
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 | $45,843 |
Service code 59 · EIN 13-5674085 | Shareholder Servicing | $25,231 |
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 | $21,745 | $45,031-51.7% | $85,009-74.4% | $77,671-72.0% |
| Participation rate | 88.1% | 48.7%+39.4pp | 67.5%+20.6pp | 70.6%+17.5pp |
| Annual return | 13.74% | 79.22%-65.5pp | 66.47%-52.7pp | 31.21%-17.5pp |
| Employer contribution / active EE | $651 | $1,609-59.6% | $2,728-76.1% | $2,726-76.1% |
| Participant deferral / active EE | $2,450 | $2,807-12.7% | $4,522-45.8% | $4,648-47.3% |
| Admin fee / account holder | $149 | $912-83.6% | $6,153-97.6% | $430-65.3% |