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 |
|---|---|---|
ITHICA5+ years Service code 28 · EIN 94-0304228 | Investment Management | $5,386 |
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 | $170,263 | $63,764+167.0% | $81,930+107.8% | $79,858+113.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | -2.80% | 22.66%-25.5pp | 29.49%-32.3pp | 31.71%-34.5pp |
| Employer contribution / active EE | $2,146 | $1,795+19.5% | $4,310-50.2% | $2,471-13.1% |
| Participant deferral / active EE | $5,540 | $2,780+99.2% | $7,107-22.1% | $3,740+48.1% |
| Admin fee / account holder | $42 | $4,426-99.0% | $5,158-99.2% | $5,306-99.2% |