Filed November 27, 2012 (most recent of 4 filings on file)
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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $42,671 |
ADP BROKER-DEALER7+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,244 | $66,528-6.4% | $86,874-28.4% | $86,799-28.3% |
| Participation rate | 90.7% | 72.4%+18.3pp | 71.6%+19.0pp | 72.3%+18.4pp |
| Annual return | 15.10% | 19.56%-4.5pp | 63.52%-48.4pp | 97.91%-82.8pp |
| Employer contribution / active EE | $1,501 | $2,007-25.2% | $2,495-39.8% | $2,405-37.6% |
| Participant deferral / active EE | $5,991 | $3,240+84.9% | $3,699+62.0% | $4,131+45.0% |
| Admin fee / account holder | $100 | $148-32.2% | $5,828-98.3% | $170-40.8% |