Filed January 11, 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 |
|---|---|---|
RELIANCE TRUST COMPANY2 years Service code 21 · EIN 58-1428634 | Bank Trustee | $7,140 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,058 | $98,982-52.5% | $162,163-71.0% | $65,185-27.8% |
| Participation rate | 95.8% | 85.8%+10.0pp | 87.6%+8.2pp | 70.2%+25.6pp |
| Annual return | 19.22% | 24.84%-5.6pp | 115.59%-96.4pp | 29.38%-10.2pp |
| Employer contribution / active EE | $1,591 | $3,467-54.1% | $5,614-71.7% | $2,177-26.9% |
| Participant deferral / active EE | $3,491 | $5,384-35.2% | $7,298-52.2% | $3,514-0.6% |
| Admin fee / account holder | $83 | $596-86.0% | $10,843-99.2% | $847-90.2% |