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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,113 |
FISHER INVESTMENTS1 year Filed as: FISHER ASSET MANAGEMENT LLC Service code 15 · EIN 20-2480800 | Recordkeeping | $8,188 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,531 | $48,335-26.5% | $121,098-70.7% | $71,457-50.3% |
| Participation rate | 82.4% | 54.3%+28.1pp | 69.5%+12.9pp | 67.9%+14.4pp |
| Annual return | 14.32% | 23.32%-9.0pp | 985.75%-971.4pp | 28.85%-14.5pp |
| Employer contribution / active EE | $1,408 | $1,489-5.4% | $4,164-66.2% | $2,588-45.6% |
| Participant deferral / active EE | $2,719 | $2,754-1.3% | $4,080-33.4% | $4,289-36.6% |
| Admin fee / account holder | $242 | $1,841-86.9% | $5,644-95.7% | $1,587-84.8% |