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 COMPANY9+ years Service code 15 · EIN 42-0127385 | Recordkeeping | $6,864 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,717 | $93,571+47.2% | $135,903+1.3% | $75,163+83.2% |
| Participation rate | 85.3% | 75.2%+10.1pp | 81.9%+3.4pp | 67.2%+18.1pp |
| Annual return | 19.51% | 30.90%-11.4pp | 68.23%-48.7pp | 160.62%-141.1pp |
| Employer contribution / active EE | $2,563 | $3,537-27.5% | $4,856-47.2% | $2,670-4.0% |
| Participant deferral / active EE | $7,974 | $6,404+24.5% | $7,758+2.8% | $4,125+93.3% |
| Admin fee / account holder | $55 | $6,975-99.2% | $10,762-99.5% | $5,651-99.0% |