Filed August 11, 2012
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 41-0417830 | Bank Trustee | $11,562 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $432,910 | $91,407+373.6% | $135,903+218.5% | $71,457+505.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 18.17% | 29.90%-11.7pp | 68.23%-50.1pp | 28.85%-10.7pp |
| Employer contribution / active EE | $26,055 | $3,703+603.5% | $4,856+436.5% | $2,588+906.9% |
| Participant deferral / active EE | $16,347 | $7,092+130.5% | $7,758+110.7% | $4,289+281.2% |
| Admin fee / account holder | $78 | $1,266-93.8% | $10,762-99.3% | $1,587-95.1% |