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 | $6,292 |
ROTHSCHILD ASSET MANAGEMENT2+ years Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 99 · EIN 36-2708660 | Other Fees | $5,347 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,742 | $53,925+18.2% | $75,670-15.8% | $69,631-8.5% |
| Participation rate | 61.1% | 71.2%-10.1pp | 72.3%-11.2pp | 70.7%-9.5pp |
| Annual return | 18.79% | 17.84%+1.0pp | 27.34%-8.6pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $2,448 | $1,802+35.8% | $2,352+4.1% | $2,032+20.4% |
| Participant deferral / active EE | $2,678 | $2,569+4.2% | $3,142-14.8% | $3,224-16.9% |
| Admin fee / account holder | $14 | $97-85.8% | $5,800-99.8% | $110-87.5% |