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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,314 |
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 | $56,962 | $72,137-21.0% | $142,449-60.0% | $71,457-20.3% |
| Participation rate | 94.4% | 71.7%+22.7pp | 76.8%+17.7pp | 67.9%+26.5pp |
| Annual return | 20.40% | 21.15%-0.8pp | 19.99%+0.4pp | 28.85%-8.4pp |
| Employer contribution / active EE | $9,564 | $3,793+152.1% | $4,847+97.3% | $2,588+269.6% |
| Participant deferral / active EE | $14,424 | $5,280+173.2% | $6,283+129.6% | $4,289+236.3% |
| Admin fee / account holder | $25 | $1,433-98.2% | $10,011-99.7% | $1,587-98.4% |