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 |
|---|---|---|
ITHICA4+ years Service code 28 · EIN 94-0304228 | Investment Management | $7,340 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $201,324 | $58,927+241.7% | $76,817+162.1% | $72,985+175.8% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 3.46% | 2305.64%-2302.2pp | 1166.11%-1162.6pp | 81.00%-77.5pp |
| Employer contribution / active EE | $1,988 | $1,787+11.3% | $2,302-13.6% | $2,440-18.5% |
| Participant deferral / active EE | $5,840 | $2,690+117.1% | $3,336+75.1% | $3,607+61.9% |
| Admin fee / account holder | $32 | $4,013-99.2% | $6,420-99.5% | $5,124-99.4% |