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 |
|---|---|---|
ITHICA3+ years Service code 28 · EIN 94-0304228 | Investment Management | $7,340 |
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 | $231,260 | $54,726+322.6% | $68,793+236.2% | $64,186+260.3% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 6.67% | -1.62%+8.3pp | -4.63%+11.3pp | 7.63%-1.0pp |
| Employer contribution / active EE | $2,383 | $1,846+29.1% | $2,625-9.2% | $2,381+0.1% |
| Participant deferral / active EE | $7,348 | $2,626+179.8% | $3,311+121.9% | $3,470+111.8% |
| Admin fee / account holder | $51 | $4,027-98.7% | $5,131-99.0% | $4,888-98.9% |