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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $54,427 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,635 | $61,473+23.0% | $81,930-7.7% | $73,409+3.0% |
| Participation rate | 75.4% | 72.4%+3.0pp | 72.0%+3.4pp | 72.2%+3.3pp |
| Annual return | 12.94% | 28.26%-15.3pp | 29.49%-16.6pp | 59.29%-46.4pp |
| Employer contribution / active EE | $2,196 | $1,898+15.7% | $4,310-49.1% | $2,234-1.7% |
| Participant deferral / active EE | $4,410 | $3,080+43.2% | $7,107-37.9% | $3,805+15.9% |
| Admin fee / account holder | $178 | $125+41.8% | $5,158-96.6% | $158+12.7% |