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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,912 |
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 | $40,361 | $130,194-69.0% | $169,993-76.3% | $71,457-43.5% |
| Participation rate | 96.4% | 86.1%+10.2pp | 87.0%+9.4pp | 67.9%+28.4pp |
| Annual return | 23.99% | 20.37%+3.6pp | 53.37%-29.4pp | 28.85%-4.9pp |
| Employer contribution / active EE | $4,767 | $4,381+8.8% | $6,785-29.7% | $2,588+84.2% |
| Participant deferral / active EE | $6,196 | $6,923-10.5% | $10,408-40.5% | $4,289+44.5% |
| Admin fee / account holder | $25 | $966-97.4% | $12,815-99.8% | $1,587-98.4% |