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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $76,379 |
ADP BROKER-DEALER9+ 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 | $87,357 | $69,823+25.1% | $77,163+13.2% | $74,419+17.4% |
| Participation rate | 73.6% | 70.0%+3.6pp | 69.6%+4.0pp | 70.7%+2.9pp |
| Annual return | 14.77% | 19.98%-5.2pp | 37.87%-23.1pp | 34.38%-19.6pp |
| Employer contribution / active EE | $2,322 | $2,150+8.0% | $2,535-8.4% | $2,637-12.0% |
| Participant deferral / active EE | $4,750 | $3,558+33.5% | $3,833+23.9% | $4,528+4.9% |
| Admin fee / account holder | $238 | $398-40.2% | $5,472-95.7% | $348-31.6% |