Filed July 24, 2008
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 |
|---|---|---|
Service code 21 · EIN 16-0373410 | Bank Trustee | $17,336 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,555 | $56,485-45.9% | $185,823-83.6% | $86,799-64.8% |
| Participation rate | 39.9% | 65.5%-25.6pp | 81.7%-41.8pp | 72.3%-32.4pp |
| Annual return | 15.41% | 118.04%-102.6pp | 122.05%-106.6pp | 97.91%-82.5pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,238 | $2,553-51.5% | $5,568-77.8% | $4,131-70.0% |
| Admin fee / account holder | $57 | $150-61.8% | $16,237-99.6% | $170-66.3% |