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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $79,123 |
WRIGHT FORD YOUNG & CO1 year Filed as: WRIGHT FORD YOUNG & CO. Service code 15 · EIN 95-3288054 | Recordkeeping | $11,250 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,272 | $66,457+50.9% | $81,382+23.2% | $77,643+29.1% |
| Participation rate | 70.8% | 68.7%+2.1pp | 69.5%+1.3pp | 70.6%+0.3pp |
| Annual return | 11.03% | 15.93%-4.9pp | 24.73%-13.7pp | 31.24%-20.2pp |
| Employer contribution / active EE | $2,224 | $2,159+3.0% | $2,463-9.7% | $2,726-18.4% |
| Participant deferral / active EE | $4,641 | $3,679+26.1% | $3,883+19.5% | $4,647-0.1% |
| Admin fee / account holder | $283 | $583-51.4% | $5,768-95.1% | $430-34.2% |