Filed January 22, 2012 (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 8-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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $10,954 |
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 | $45,857 | $82,882-44.7% | $127,761-64.1% | $72,985-37.2% |
| Participation rate | 97.4% | 71.5%+25.9pp | 79.0%+18.4pp | 69.5%+27.9pp |
| Annual return | 24.10% | 32.20%-8.1pp | 26.14%-2.0pp | 81.00%-56.9pp |
| Employer contribution / active EE | $16,558 | $3,346+394.8% | $4,574+262.0% | $2,440+578.7% |
| Participant deferral / active EE | $14,115 | $4,791+194.6% | $6,021+134.4% | $3,607+291.3% |
| Admin fee / account holder | $65 | $6,487-99.0% | $9,395-99.3% | $5,124-98.7% |