Filed September 19, 2006 (most recent of 2 filings on file)
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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $58,769 |
ADP BROKER-DEALER1 year Filed as: ADP STRATEGIC PLAN SERVICES Service code 28 · EIN 81-4734347 | Investment Management | $17,724 |
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 | $50,985 | $108,549-53.0% | $156,263-67.4% | $85,563-40.4% |
| Participation rate | 94.8% | 77.1%+17.8pp | 78.9%+15.9pp | 66.0%+28.9pp |
| Annual return | 14.92% | 21.79%-6.9pp | 59.47%-44.5pp | 31.51%-16.6pp |
| Employer contribution / active EE | $1,383 | $2,690-48.6% | $4,333-68.1% | $2,654-47.9% |
| Participant deferral / active EE | $4,535 | $4,800-5.5% | $6,158-26.4% | $4,375+3.6% |
| Admin fee / account holder | $208 | $650-68.0% | $14,255-98.5% | $834-75.0% |