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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,509 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,492 | $132,049-44.3% | $200,582-63.4% | $74,304-1.1% |
| Participation rate | 97.9% | 84.1%+13.9pp | 86.9%+11.1pp | 60.3%+37.6pp |
| Annual return | 20.35% | 22.22%-1.9pp | 42.33%-22.0pp | 29.43%-9.1pp |
| Employer contribution / active EE | $5,091 | $4,558+11.7% | $6,419-20.7% | $2,241+127.2% |
| Participant deferral / active EE | $6,792 | $7,213-5.8% | $9,331-27.2% | $3,767+80.3% |
| Admin fee / account holder | $98 | $2,405-95.9% | $16,305-99.4% | $2,969-96.7% |