Filed December 5, 2013
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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $43,614 |
ADP BROKER-DEALER1 year Filed as: ADP STRATEGIC PLAN SERVICES Service code 28 · EIN 81-4734347 | Investment Management | $25,000 |
GREEN HASSON JANKS1 year Filed as: GREEN HASSON & JANKS LLP Service code 15 · EIN 95-1777440 | Recordkeeping | $14,575 |
ADP BROKER-DEALER11+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,772 | $87,870+52.2% | $113,168+18.2% | $74,304+80.0% |
| Participation rate | 89.6% | 70.7%+18.8pp | 76.6%+13.0pp | 60.3%+29.2pp |
| Annual return | 13.78% | 26.44%-12.7pp | 24.27%-10.5pp | 29.43%-15.6pp |
| Employer contribution / active EE | $3,644 | $2,277+60.0% | $2,975+22.5% | $2,241+62.6% |
| Participant deferral / active EE | $10,880 | $4,241+156.5% | $5,107+113.0% | $3,767+188.8% |
| Admin fee / account holder | $143 | $3,368-95.8% | $12,068-98.8% | $2,969-95.2% |