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 | $71,409 |
CARNEGIE INVESTMENT COUNSEL4 years Filed as: CARNEGIE INVESTMENT COUNCEL Service code 99 · EIN 26-4766975 | Other Fees | $47,607 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,440 | $50,815+26.8% | $155,509-58.6% | $77,643-17.0% |
| Participation rate | 92.9% | 63.1%+29.8pp | 78.2%+14.7pp | 70.6%+22.3pp |
| Annual return | 14.82% | 34.80%-20.0pp | 64.67%-49.8pp | 31.24%-16.4pp |
| Employer contribution / active EE | $2,140 | $1,993+7.4% | $4,672-54.2% | $2,726-21.5% |
| Participant deferral / active EE | $6,479 | $2,822+129.6% | $5,626+15.2% | $4,647+39.4% |
| Admin fee / account holder | $181 | $437-58.5% | $15,912-98.9% | $430-57.9% |