Filed April 2, 2008 (most recent of 3 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 |
|---|---|---|
BENEFIT TRUST COMPANY3+ years Service code 21 · EIN 43-1971558 | Bank Trustee | $32,518 |
Service code 26 · EIN 71-0194708 | Advisory (Participants) | $7,594 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,672 | $117,734-25.5% | $115,752-24.3% | $77,958+12.5% |
| Participation rate | 70.5% | 82.0%-11.5pp | 77.8%-7.3pp | 71.6%-1.2pp |
| Annual return | 26.87% | 17.65%+9.2pp | 19.41%+7.5pp | 20.87%+6.0pp |
| Employer contribution / active EE | $1,367 | $2,736-50.0% | $3,492-60.9% | $2,310-40.8% |
| Participant deferral / active EE | $3,066 | $4,435-30.9% | $5,204-41.1% | $3,537-13.3% |
| Admin fee / account holder | $15 | $75-80.3% | $6,278-99.8% | $97-84.8% |