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 | $61,559 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $19,034 | $50,815-62.5% | $155,509-87.8% | $77,643-75.5% |
| Participation rate | 30.2% | 63.1%-32.9pp | 78.2%-47.9pp | 70.6%-40.3pp |
| Annual return | 13.28% | 34.80%-21.5pp | 64.67%-51.4pp | 31.24%-18.0pp |
| Employer contribution / active EE | $215 | $1,993-89.2% | $4,672-95.4% | $2,726-92.1% |
| Participant deferral / active EE | $1,300 | $2,822-53.9% | $5,626-76.9% | $4,647-72.0% |
| Admin fee / account holder | $173 | $437-60.3% | $15,912-98.9% | $430-59.7% |