Filed January 3, 2005
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 10-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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,395 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $78,878 | $66,302+19.0% | $110,238-28.4% | $56,287+40.1% |
| Participation rate | 77.8% | 74.9%+2.9pp | 79.8%-2.0pp | 69.9%+7.9pp |
| Annual return | -4.34% | -1.18%-3.2pp | 314.74%-319.1pp | -9.96%+5.6pp |
| Employer contribution / active EE | $1,728 | $2,047-15.6% | $3,826-54.8% | $2,111-18.1% |
| Participant deferral / active EE | $2,965 | $3,381-12.3% | $4,672-36.5% | $3,350-11.5% |
| Admin fee / account holder | $31 | $698-95.6% | $8,547-99.6% | $521-94.1% |