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 COMPANY8+ years Service code 15 · EIN 42-0127385 | Recordkeeping | $72,713 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,531 | $102,553+8.8% | $151,611-26.4% | $66,914+66.7% |
| Participation rate | 96.7% | 85.5%+11.2pp | 87.5%+9.2pp | 69.8%+26.9pp |
| Annual return | -17.30% | -10.82%-6.5pp | 3.33%-20.6pp | 1.58%-18.9pp |
| Employer contribution / active EE | $4,316 | $4,180+3.2% | $6,166-30.0% | $2,544+69.6% |
| Participant deferral / active EE | $5,506 | $6,641-17.1% | $8,363-34.2% | $4,237+30.0% |
| Admin fee / account holder | $254 | $630-59.6% | $11,616-97.8% | $593-57.1% |