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 |
|---|---|---|
BANKERS TRUST COMPANY4+ years Service code 15 · EIN 42-0127385 | Recordkeeping | $51,896 |
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 | $80,796 | $79,523+1.6% | $140,016-42.3% | $56,287+43.5% |
| Participation rate | 98.6% | 85.7%+12.8pp | 87.5%+11.1pp | 69.9%+28.7pp |
| Annual return | -5.36% | 2.39%-7.8pp | 651.12%-656.5pp | -9.96%+4.6pp |
| Employer contribution / active EE | $3,825 | $3,350+14.2% | $5,606-31.8% | $2,111+81.2% |
| Participant deferral / active EE | $4,293 | $5,129-16.3% | $6,927-38.0% | $3,350+28.2% |
| Admin fee / account holder | $195 | $614-68.2% | $10,705-98.2% | $521-62.5% |