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 |
|---|---|---|
ITHICA2+ years Service code 28 · EIN 94-0304228 | Investment Management | $7,917 |
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 | $274,840 | $50,385+445.5% | $75,670+263.2% | $62,292+341.2% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 15.00% | 19.90%-4.9pp | 27.34%-12.3pp | 28.90%-13.9pp |
| Employer contribution / active EE | $2,385 | $1,537+55.2% | $2,352+1.4% | $2,042+16.8% |
| Participant deferral / active EE | $7,275 | $2,445+197.5% | $3,142+131.5% | $3,169+129.6% |
| Admin fee / account holder | $56 | $384-85.5% | $5,800-99.0% | $479-88.4% |