Filed November 9, 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 7-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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,025 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,638 | $121,341-72.3% | $189,513-82.3% | $79,386-57.6% |
| Participation rate | 85.0% | 86.1%-1.1pp | 87.8%-2.8pp | 70.7%+14.3pp |
| Annual return | 36.87% | 21.08%+15.8pp | 555.15%-518.3pp | 116.85%-80.0pp |
| Employer contribution / active EE | $2,385 | $3,915-39.1% | $6,162-61.3% | $2,427-1.8% |
| Participant deferral / active EE | $5,260 | $6,395-17.7% | $8,221-36.0% | $4,046+30.0% |
| Admin fee / account holder | $52 | $651-92.0% | $12,045-99.6% | $626-91.7% |