Filed November 20, 2013
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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $56,104 |
Filed as: CARNAGIE INVESTMENT COUNCEL Service code 99 · EIN 26-4766975 | Other Fees | $37,737 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,025 | $47,126+18.9% | $149,673-62.6% | $74,419-24.7% |
| Participation rate | 90.4% | 63.4%+27.0pp | 78.8%+11.6pp | 70.7%+19.6pp |
| Annual return | 18.41% | 22.75%-4.3pp | 134.42%-116.0pp | 34.38%-16.0pp |
| Employer contribution / active EE | $2,160 | $1,905+13.4% | $4,818-55.2% | $2,637-18.1% |
| Participant deferral / active EE | $6,456 | $2,728+136.7% | $5,680+13.7% | $4,528+42.6% |
| Admin fee / account holder | $150 | $343-56.1% | $13,210-98.9% | $348-56.8% |