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 COMPANY6+ years Service code 15 · EIN 42-0127385 | Recordkeeping | $24,005 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,841 | $98,750+19.3% | $149,696-21.3% | $79,858+47.6% |
| Participation rate | 83.3% | 75.8%+7.6pp | 82.5%+0.9pp | 69.6%+13.7pp |
| Annual return | 15.70% | 27.43%-11.7pp | 276.60%-260.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $2,519 | $3,216-21.7% | $4,644-45.8% | $2,471+2.0% |
| Participant deferral / active EE | $7,739 | $5,680+36.2% | $6,842+13.1% | $3,740+106.9% |
| Admin fee / account holder | $188 | $6,053-96.9% | $9,309-98.0% | $5,306-96.5% |