Filed April 6, 2006 (most recent of 2 filings on file)
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 | $16,501 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,984 | $61,052-11.6% | $142,863-62.2% | $79,386-32.0% |
| Participation rate | 80.2% | 60.1%+20.1pp | 71.9%+8.3pp | 70.7%+9.5pp |
| Annual return | 14.33% | 16.02%-1.7pp | 5637.54%-5623.2pp | 116.85%-102.5pp |
| Employer contribution / active EE | $1,430 | $1,481-3.4% | $4,144-65.5% | $2,427-41.1% |
| Participant deferral / active EE | $3,059 | $2,879+6.3% | $3,837-20.3% | $4,046-24.4% |
| Admin fee / account holder | $162 | $659-75.5% | $6,560-97.5% | $626-74.2% |