Filed October 21, 2011 (most recent of 3 filings on file)
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 8-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 |
|---|---|---|
ITHICA1+ years Service code 28 · EIN 94-0304228 | Investment Management | $11,115 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $271,267 | $46,072+488.8% | $70,014+287.4% | $55,167+391.7% |
| Participation rate | 100.0% | 67.5%+32.5pp | 71.8%+28.2pp | 69.0%+31.0pp |
| Annual return | -4.13% | 8.68%-12.8pp | 12.99%-17.1pp | 169.23%-173.4pp |
| Employer contribution / active EE | $12,261 | $1,500+717.4% | $2,338+424.3% | $1,963+524.7% |
| Participant deferral / active EE | $6,625 | $2,344+182.7% | $2,931+126.0% | $3,054+116.9% |
| Admin fee / account holder | $78 | $428-81.7% | $4,380-98.2% | $504-84.5% |