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 COMPANY7+ years Service code 15 · EIN 42-0127385 | Recordkeeping | $73,839 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,253 | $121,341+10.6% | $189,513-29.2% | $79,386+69.1% |
| Participation rate | 98.6% | 86.1%+12.5pp | 87.8%+10.8pp | 70.7%+27.9pp |
| Annual return | 14.43% | 21.08%-6.7pp | 555.15%-540.7pp | 116.85%-102.4pp |
| Employer contribution / active EE | $4,601 | $3,915+17.5% | $6,162-25.3% | $2,427+89.6% |
| Participant deferral / active EE | $5,426 | $6,395-15.2% | $8,221-34.0% | $4,046+34.1% |
| Admin fee / account holder | $258 | $651-60.4% | $12,045-97.9% | $626-58.8% |