Filed August 28, 2009
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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $10,495 |
ROTHSCHILD ASSET MANAGEMENT1+ years Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 99 · EIN 36-2708660 | Other Fees | $7,080 |
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 | $65,708 | $50,106+31.1% | $70,014-6.1% | $57,658+14.0% |
| Participation rate | 83.4% | 70.9%+12.6pp | 71.8%+11.6pp | 70.2%+13.2pp |
| Annual return | 10.35% | 14.58%-4.2pp | 12.99%-2.6pp | 5.13%+5.2pp |
| Employer contribution / active EE | $3,703 | $1,739+112.9% | $2,338+58.4% | $1,974+87.6% |
| Participant deferral / active EE | $3,919 | $2,486+57.7% | $2,931+33.7% | $3,061+28.0% |
| Admin fee / account holder | $29 | $89-67.2% | $4,380-99.3% | $95-69.1% |