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 COMPANY2+ years Filed as: EVERCORE TRUST COMPA Service code 21 · EIN 26-4691954 | Bank Trustee | $115,000 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $47,939 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$86,776 |
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 | $139,131 | $80,354+73.1% | $133,980+3.8% | $63,975+117.5% |
| Participation rate | 91.1% | 87.5%+3.6pp | 87.1%+4.0pp | 71.1%+20.0pp |
| Annual return | 7.76% | 13.11%-5.3pp | 29.30%-21.5pp | 48.65%-40.9pp |
| Employer contribution / active EE | $5,354 | $3,503+52.8% | $5,211+2.7% | $2,182+145.4% |
| Participant deferral / active EE | $9,031 | $5,239+72.4% | $6,282+43.8% | $3,356+169.1% |
| Admin fee / account holder | $14 | $69-79.5% | $9,324-99.8% | $70-79.8% |