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-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,333 |
ADP BROKER-DEALER2 years 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 | $110,369 | $86,332+27.8% | $125,175-11.8% | $65,185+69.3% |
| Participation rate | 71.7% | 75.3%-3.6pp | 79.8%-8.0pp | 70.2%+1.5pp |
| Annual return | 21.62% | 27.43%-5.8pp | 43.79%-22.2pp | 29.38%-7.8pp |
| Employer contribution / active EE | $1,678 | $2,040-17.7% | $3,865-56.6% | $2,177-22.9% |
| Participant deferral / active EE | $2,892 | $3,537-18.3% | $4,937-41.4% | $3,514-17.7% |
| Admin fee / account holder | $43 | $609-92.9% | $9,702-99.6% | $847-94.9% |