Filed October 18, 2004
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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,212 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,002 | $53,925+11.3% | $75,670-20.7% | $69,631-13.8% |
| Participation rate | 72.4% | 71.2%+1.2pp | 72.3%0pp | 70.7%+1.7pp |
| Annual return | 16.00% | 17.84%-1.8pp | 27.34%-11.3pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $1,884 | $1,802+4.5% | $2,352-19.9% | $2,032-7.3% |
| Participant deferral / active EE | $3,453 | $2,569+34.4% | $3,142+9.9% | $3,224+7.1% |
| Admin fee / account holder | $12 | $97-87.5% | $5,800-99.8% | $110-89.0% |