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 COMPANY8+ years Service code 15 · EIN 42-0127385 | Recordkeeping | $26,337 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,417 | $82,664+36.0% | $125,339-10.3% | $68,494+64.1% |
| Participation rate | 89.5% | 75.0%+14.5pp | 82.4%+7.2pp | 67.9%+21.6pp |
| Annual return | -17.08% | -5.97%-11.1pp | 572.05%-589.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,790 | $3,381-17.5% | $4,814-42.0% | $2,596+7.5% |
| Participant deferral / active EE | $8,814 | $6,110+44.2% | $7,446+18.4% | $4,027+118.9% |
| Admin fee / account holder | $209 | $6,275-96.7% | $10,010-97.9% | $5,403-96.1% |