Filed December 1, 2001
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $38,673 |
EVERCORE TRUST COMPANY1+ years Filed as: EVERCORE TRUST COMPANY, N.A. Service code 31 · EIN 26-4691954 | Named fiduciary | $31,250 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,293 | $85,635-28.4% | $123,892-50.5% | $63,975-4.2% |
| Participation rate | 91.9% | 74.9%+17.0pp | 81.4%+10.5pp | 71.1%+20.8pp |
| Annual return | 10.32% | 15.74%-5.4pp | 47.52%-37.2pp | 48.65%-38.3pp |
| Employer contribution / active EE | $2,032 | $3,076-34.0% | $4,617-56.0% | $2,182-6.9% |
| Participant deferral / active EE | $8,014 | $5,667+41.4% | $5,984+33.9% | $3,356+138.8% |
| Admin fee / account holder | $12 | $75-84.2% | $8,357-99.9% | $70-83.2% |