Filed August 26, 2008
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 COMPANY1+ years Service code 15 · EIN 42-0127385 | Recordkeeping | $8,446 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,419 | $70,002-18.0% | $115,037-50.1% | $52,331+9.7% |
| Participation rate | 76.7% | 72.1%+4.6pp | 81.4%-4.7pp | 68.1%+8.6pp |
| Annual return | 3.63% | 4.04%-0.4pp | 26.14%-22.5pp | 4.54%-0.9pp |
| Employer contribution / active EE | $1,771 | $2,715-34.8% | $4,608-61.6% | $1,882-5.9% |
| Participant deferral / active EE | $5,467 | $4,920+11.1% | $6,026-9.3% | $3,022+80.9% |
| Admin fee / account holder | $56 | $566-90.1% | $8,175-99.3% | $592-90.5% |