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 COMPANY5+ years Service code 15 · EIN 42-0127385 | Recordkeeping | $51,192 |
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 | $101,872 | $98,982+2.9% | $162,163-37.2% | $65,185+56.3% |
| Participation rate | 99.0% | 85.8%+13.3pp | 87.6%+11.5pp | 70.2%+28.8pp |
| Annual return | 21.99% | 24.84%-2.9pp | 115.59%-93.6pp | 29.38%-7.4pp |
| Employer contribution / active EE | $4,163 | $3,467+20.1% | $5,614-25.8% | $2,177+91.2% |
| Participant deferral / active EE | $4,650 | $5,384-13.6% | $7,298-36.3% | $3,514+32.3% |
| Admin fee / account holder | $200 | $596-66.5% | $10,843-98.2% | $847-76.4% |