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 |
|---|---|---|
ITHICA7+ years Service code 28 · EIN 94-0304228 | Investment Management | $3,501 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,479 | $54,229+216.2% | $70,092+144.6% | $68,494+150.4% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -7.05% | -13.87%+6.8pp | 190.73%-197.8pp | -7.84%+0.8pp |
| Employer contribution / active EE | $2,082 | $2,018+3.2% | $2,559-18.6% | $2,596-19.8% |
| Participant deferral / active EE | $4,839 | $2,956+63.7% | $3,849+25.7% | $4,027+20.2% |
| Admin fee / account holder | $27 | $4,694-99.4% | $6,267-99.6% | $5,403-99.5% |