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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,535 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,244 | $45,602-9.6% | $117,472-64.9% | $66,914-38.4% |
| Participation rate | 79.3% | 57.6%+21.7pp | 70.6%+8.7pp | 69.8%+9.5pp |
| Annual return | -14.24% | -16.74%+2.5pp | 29.74%-44.0pp | 1.58%-15.8pp |
| Employer contribution / active EE | $1,342 | $1,579-15.0% | $4,176-67.9% | $2,544-47.3% |
| Participant deferral / active EE | $3,054 | $2,845+7.3% | $4,070-25.0% | $4,237-27.9% |
| Admin fee / account holder | $183 | $661-72.2% | $5,645-96.8% | $593-69.1% |