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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $21,464 |
ADP BROKER-DEALER5+ 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 | $68,634 | $55,790+23.0% | $76,817-10.7% | $67,579+1.6% |
| Participation rate | 75.5% | 71.1%+4.4pp | 72.1%+3.4pp | 71.3%+4.2pp |
| Annual return | 20.04% | 64.45%-44.4pp | 1166.11%-1146.1pp | 378.56%-358.5pp |
| Employer contribution / active EE | $2,091 | $1,810+15.5% | $2,302-9.2% | $2,148-2.7% |
| Participant deferral / active EE | $4,114 | $2,875+43.1% | $3,336+23.3% | $3,539+16.2% |
| Admin fee / account holder | $74 | $159-53.3% | $6,420-98.8% | $142-47.8% |