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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $49,827 |
ADP BROKER-DEALER8+ 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 | $50,465 | $56,503-10.7% | $70,092-28.0% | $64,808-22.1% |
| Participation rate | 91.2% | 70.5%+20.8pp | 70.5%+20.8pp | 71.5%+19.8pp |
| Annual return | -14.94% | -13.44%-1.5pp | 190.73%-205.7pp | 32.82%-47.8pp |
| Employer contribution / active EE | $1,553 | $2,046-24.1% | $2,559-39.3% | $2,506-38.0% |
| Participant deferral / active EE | $6,102 | $3,389+80.0% | $3,849+58.5% | $4,310+41.6% |
| Admin fee / account holder | $110 | $160-31.7% | $6,267-98.3% | $188-41.7% |