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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,490 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $105,593 | $81,474+29.6% | $133,956-21.2% | $73,488+43.7% |
| Participation rate | 59.6% | 76.4%-16.7pp | 79.8%-20.2pp | 70.7%-11.1pp |
| Annual return | 11.50% | 19.40%-7.9pp | 45.09%-33.6pp | 28.51%-17.0pp |
| Employer contribution / active EE | $1,303 | $2,209-41.0% | $3,919-66.7% | $2,270-42.6% |
| Participant deferral / active EE | $2,120 | $3,786-44.0% | $5,048-58.0% | $3,740-43.3% |
| Admin fee / account holder | $29 | $713-96.0% | $8,927-99.7% | $513-94.4% |