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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $87,179 |
EVERCORE TRUST COMPANY3+ years Filed as: EVERCORE TRUST COMPA Service code 16 · EIN 26-4691954 | Consulting | $86,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,748 |
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 | $176,666 | $89,274+97.9% | $149,718+18.0% | $77,958+126.6% |
| Participation rate | 97.9% | 87.6%+10.3pp | 87.1%+10.8pp | 71.6%+26.3pp |
| Annual return | 20.71% | 20.36%+0.3pp | 1501.63%-1480.9pp | 20.87%-0.2pp |
| Employer contribution / active EE | $8,910 | $3,727+139.1% | $5,445+63.6% | $2,310+285.6% |
| Participant deferral / active EE | $10,821 | $5,382+101.1% | $6,569+64.7% | $3,537+206.0% |
| Admin fee / account holder | $38 | $240-84.2% | $11,283-99.7% | $97-61.2% |