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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $73,810 |
ADP BROKER-DEALER8+ 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 | $75,623 | $56,503+33.8% | $70,092+7.9% | $64,808+16.7% |
| Participation rate | 76.3% | 70.5%+5.8pp | 70.5%+5.8pp | 71.5%+4.8pp |
| Annual return | -13.77% | -13.44%-0.3pp | 190.73%-204.5pp | 32.82%-46.6pp |
| Employer contribution / active EE | $2,520 | $2,046+23.2% | $2,559-1.5% | $2,506+0.6% |
| Participant deferral / active EE | $5,203 | $3,389+53.5% | $3,849+35.2% | $4,310+20.7% |
| Admin fee / account holder | $229 | $160+43.0% | $6,267-96.3% | $188+22.1% |