Filed October 1, 2008 (most recent of 4 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 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 |
|---|---|---|
EVERCORE TRUST COMPANY1+ years Filed as: EVERCORE TRUST COMPA Service code 15 · EIN 26-4691954 | Recordkeeping | $143,750 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,627 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$87,318 |
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 | $131,071 | $75,760+73.0% | $123,104+6.5% | $59,188+121.4% |
| Participation rate | 89.0% | 86.0%+2.9pp | 86.8%+2.2pp | 69.4%+19.5pp |
| Annual return | 0.80% | 2.93%-2.1pp | 13.22%-12.4pp | 5.51%-4.7pp |
| Employer contribution / active EE | $5,254 | $3,415+53.8% | $5,151+2.0% | $2,098+150.4% |
| Participant deferral / active EE | $8,586 | $5,000+71.7% | $6,230+37.8% | $3,265+163.0% |
| Admin fee / account holder | $18 | $61-71.2% | $9,015-99.8% | $92-81.0% |