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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,294 |
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 | $45,565 | $96,486-52.8% | $153,485-70.3% | $77,643-41.3% |
| Participation rate | 94.9% | 81.6%+13.2pp | 77.1%+17.8pp | 70.6%+24.3pp |
| Annual return | 20.82% | 14.44%+6.4pp | 15.65%+5.2pp | 31.24%-10.4pp |
| Employer contribution / active EE | $8,446 | $5,224+61.7% | $5,039+67.6% | $2,726+209.9% |
| Participant deferral / active EE | $12,184 | $6,609+84.4% | $6,757+80.3% | $4,647+162.2% |
| Admin fee / account holder | $19 | $182-89.6% | $12,724-99.9% | $430-95.6% |