Filed March 11, 2010
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 10-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 |
|---|---|---|
Filed as: ALERA INVESTMENT ADVISORS Service code 27 THREE PARKWAY NORTH, STE 500 · DEERFIELD, IL 60015 | Advisory (Plan) | $17,626 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,439 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,968 | $52,406+41.1% | $129,207-42.8% | $74,495-0.7% |
| Participation rate | 86.5% | 53.8%+32.7pp | 69.6%+16.9pp | 67.2%+19.3pp |
| Annual return | 14.76% | 15.66%-0.9pp | 9417.33%-9402.6pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $2,629 | $1,531+71.8% | $4,153-36.7% | $2,623+0.2% |
| Participant deferral / active EE | $6,036 | $2,794+116.0% | $4,168+44.8% | $4,346+38.9% |
| Admin fee / account holder | $149 | $2,633-94.4% | $7,715-98.1% | $1,942-92.3% |