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 COMPANY4+ years Service code 15 · EIN 42-0127385 | Recordkeeping | $18,504 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,842 | $73,102-14.0% | $123,544-49.1% | $56,287+11.6% |
| Participation rate | 85.9% | 74.3%+11.6pp | 82.3%+3.6pp | 69.9%+16.1pp |
| Annual return | -2.77% | 3.01%-5.8pp | 119.20%-122.0pp | -9.96%+7.2pp |
| Employer contribution / active EE | $2,042 | $2,977-31.4% | $4,628-55.9% | $2,111-3.3% |
| Participant deferral / active EE | $6,124 | $5,423+12.9% | $6,426-4.7% | $3,350+82.8% |
| Admin fee / account holder | $112 | $554-79.7% | $9,284-98.8% | $521-78.5% |