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 COMPANY10+ years Service code 15 · EIN 42-0127385 | Recordkeeping | $92,592 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,365 | $129,021+1.0% | $184,203-29.2% | $77,643+67.9% |
| Participation rate | 89.8% | 87.3%+2.4pp | 86.8%+2.9pp | 70.6%+19.2pp |
| Annual return | 24.16% | 33.27%-9.1pp | 28.81%-4.7pp | 31.24%-7.1pp |
| Employer contribution / active EE | $4,239 | $4,413-3.9% | $6,427-34.0% | $2,726+55.5% |
| Participant deferral / active EE | $5,548 | $7,297-24.0% | $9,131-39.2% | $4,647+19.4% |
| Admin fee / account holder | $268 | $254+5.4% | $13,901-98.1% | $430-37.8% |