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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,263 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,646 | $64,871-32.7% | $129,110-66.2% | $66,914-34.8% |
| Participation rate | 94.6% | 74.0%+20.7pp | 77.3%+17.4pp | 69.8%+24.8pp |
| Annual return | -15.91% | -12.21%-3.7pp | -10.94%-5.0pp | 1.58%-17.5pp |
| Employer contribution / active EE | $13,518 | $3,741+261.3% | $5,052+167.6% | $2,544+431.3% |
| Participant deferral / active EE | $19,145 | $5,090+276.2% | $6,542+192.6% | $4,237+351.9% |
| Admin fee / account holder | $39 | $629-93.7% | $14,302-99.7% | $593-93.4% |