Filed November 3, 2010 (most recent of 4 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 | $46,789 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,093 | $62,624+48.7% | $177,989-47.7% | $77,643+19.9% |
| Participation rate | 98.4% | 66.8%+31.6pp | 77.1%+21.3pp | 70.6%+27.9pp |
| Annual return | 15.83% | 16.16%-0.3pp | 294.48%-278.7pp | 31.24%-15.4pp |
| Employer contribution / active EE | $9,080 | $1,909+375.6% | $3,949+129.9% | $2,726+233.1% |
| Participant deferral / active EE | $12,864 | $4,219+204.9% | $6,276+105.0% | $4,647+176.8% |
| Admin fee / account holder | $52 | $386-86.4% | $10,363-99.5% | $430-87.8% |