Filed April 28, 2011 (most recent of 2 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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN Service code 15 · EIN 16-1503696 | Recordkeeping | $18,181 |
BANKERS TRUST COMPANY1+ years Service code 15 · EIN 42-0127385 | Recordkeeping | $10,412 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,495 | $70,667+12.5% | $123,104-35.4% | $52,331+51.9% |
| Participation rate | 96.1% | 83.7%+12.4pp | 86.8%+9.4pp | 68.1%+28.0pp |
| Annual return | -0.57% | 6.23%-6.8pp | 13.22%-13.8pp | 4.54%-5.1pp |
| Employer contribution / active EE | $3,872 | $2,946+31.4% | $5,151-24.8% | $1,882+105.7% |
| Participant deferral / active EE | $4,169 | $4,493-7.2% | $6,230-33.1% | $3,022+37.9% |
| Admin fee / account holder | $129 | $506-74.6% | $9,015-98.6% | $592-78.2% |