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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $72,045 |
Service code 15 · EIN 13-3281740 | Recordkeeping | $13,177 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,803 | $63,905+17.1% | $74,183+0.8% | $57,658+29.7% |
| Participation rate | 76.0% | 79.8%-3.7pp | 76.6%-0.6pp | 70.2%+5.8pp |
| Annual return | 8.23% | 60.60%-52.4pp | 17.74%-9.5pp | 5.13%+3.1pp |
| Employer contribution / active EE | $3,059 | $1,840+66.2% | $2,370+29.1% | $1,974+55.0% |
| Participant deferral / active EE | $6,866 | $3,448+99.1% | $3,550+93.4% | $3,061+124.3% |
| Admin fee / account holder | $191 | $91+109.4% | $5,586-96.6% | $95+101.7% |