Filed May 15, 2013
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 | $73,450 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $40,800 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,234 | $34,677-4.2% | $77,024-56.9% | $64,808-48.7% |
| Participation rate | 40.3% | 49.8%-9.5pp | 67.9%-27.6pp | 71.5%-31.1pp |
| Annual return | -19.34% | -5.33%-14.0pp | 42.32%-61.7pp | 32.82%-52.2pp |
| Employer contribution / active EE | $1,195 | $1,370-12.8% | $2,812-57.5% | $2,506-52.3% |
| Participant deferral / active EE | $5,430 | $2,556+112.4% | $4,426+22.7% | $4,310+26.0% |
| Admin fee / account holder | $182 | $179+2.1% | $5,425-96.6% | $188-2.9% |