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 COMPANY9+ years Service code 15 · EIN 42-0127385 | Recordkeeping | $72,424 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,964 | $100,227+12.7% | $169,993-33.5% | $74,419+51.8% |
| Participation rate | 93.5% | 87.3%+6.1pp | 87.0%+6.5pp | 70.7%+22.7pp |
| Annual return | 17.87% | 66.08%-48.2pp | 53.37%-35.5pp | 34.38%-16.5pp |
| Employer contribution / active EE | $3,608 | $4,263-15.4% | $6,785-46.8% | $2,637+36.8% |
| Participant deferral / active EE | $4,437 | $7,143-37.9% | $10,408-57.4% | $4,528-2.0% |
| Admin fee / account holder | $215 | $234-8.3% | $12,815-98.3% | $348-38.2% |