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 | $11,155 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $465,738 | $101,317+359.7% | $146,958+216.9% | $74,495+525.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 12.55% | 8730.91%-8718.4pp | 418.34%-405.8pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $25,819 | $3,810+577.6% | $4,933+423.4% | $2,623+884.3% |
| Participant deferral / active EE | $16,218 | $7,303+122.1% | $8,070+101.0% | $4,346+273.2% |
| Admin fee / account holder | $72 | $1,739-95.9% | $12,998-99.4% | $1,942-96.3% |