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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,557 |
ADP BROKER-DEALER5 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.
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 | $83,151 | $86,655-4.0% | $119,609-30.5% | $66,914+24.3% |
| Participation rate | 58.7% | 75.6%-16.9pp | 79.3%-20.6pp | 69.8%-11.1pp |
| Annual return | -15.80% | -8.00%-7.8pp | -14.97%-0.8pp | 1.58%-17.4pp |
| Employer contribution / active EE | $2,190 | $2,536-13.6% | $4,232-48.3% | $2,544-13.9% |
| Participant deferral / active EE | $3,325 | $4,358-23.7% | $5,602-40.6% | $4,237-21.5% |
| Admin fee / account holder | $50 | $755-93.3% | $10,323-99.5% | $593-91.5% |