Filed January 6, 2006
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 | $5,744 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,143 | $58,101-65.3% | $118,925-83.1% | $73,409-72.6% |
| Participation rate | 94.3% | 56.1%+38.2pp | 75.4%+19.0pp | 72.2%+22.2pp |
| Annual return | 12.07% | 20.56%-8.5pp | 35.88%-23.8pp | 59.29%-47.2pp |
| Employer contribution / active EE | $1,817 | $1,445+25.8% | $3,263-44.3% | $2,234-18.6% |
| Participant deferral / active EE | $2,415 | $2,400+0.6% | $4,265-43.4% | $3,805-36.5% |
| Admin fee / account holder | $170 | $138+22.7% | $6,581-97.4% | $158+7.4% |