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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,703 |
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 | $40,636 | $72,554-44.0% | $138,135-70.6% | $73,488-44.7% |
| Participation rate | 98.1% | 74.8%+23.3pp | 78.7%+19.4pp | 70.7%+27.5pp |
| Annual return | 16.04% | 17.50%-1.5pp | 20.51%-4.5pp | 28.51%-12.5pp |
| Employer contribution / active EE | $5,644 | $3,511+60.7% | $5,587+1.0% | $2,270+148.6% |
| Participant deferral / active EE | $8,158 | $4,908+66.2% | $6,431+26.8% | $3,740+118.2% |
| Admin fee / account holder | $15 | $464-96.8% | $11,856-99.9% | $513-97.1% |