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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,723 |
ADP BROKER-DEALER4+ 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 | $57,122 | $48,261+18.4% | $68,793-17.0% | $55,725+2.5% |
| Participation rate | 74.3% | 71.0%+3.3pp | 72.2%+2.1pp | 70.9%+3.4pp |
| Annual return | -5.70% | -2.61%-3.1pp | -4.63%-1.1pp | 244.93%-250.6pp |
| Employer contribution / active EE | $2,067 | $1,742+18.7% | $2,625-21.2% | $2,078-0.5% |
| Participant deferral / active EE | $3,897 | $2,712+43.7% | $3,311+17.7% | $3,356+16.1% |
| Admin fee / account holder | $17 | $126-86.2% | $5,131-99.7% | $115-84.9% |