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 COMPANY10+ years Service code 15 · EIN 42-0127385 | Recordkeeping | $6,830 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,724 | $102,317+57.1% | $146,958+9.4% | $80,856+98.8% |
| Participation rate | 87.1% | 75.8%+11.2pp | 82.2%+4.9pp | 67.6%+19.4pp |
| Annual return | 15.91% | 134.76%-118.9pp | 418.34%-402.4pp | 35.59%-19.7pp |
| Employer contribution / active EE | $2,906 | $3,713-21.7% | $4,933-41.1% | $2,755+5.5% |
| Participant deferral / active EE | $8,281 | $6,644+24.6% | $8,070+2.6% | $4,296+92.8% |
| Admin fee / account holder | $58 | $7,941-99.3% | $12,998-99.6% | $6,918-99.2% |