Filed November 27, 2008 (most recent of 2 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 |
|---|---|---|
GREATBANC TRUST COMPANY9+ years Service code 21 · EIN 36-3681493 | Bank Trustee | $29,180 |
Filed as: TRANSITION FINANCE STRATEGIES LLC Service code 15 · EIN 13-4238973 | Recordkeeping | $5,344 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,306 | $76,050-28.6% | $96,544-43.8% | $71,457-24.0% |
| Participation rate | 97.7% | 74.4%+23.3pp | 76.0%+21.7pp | 67.9%+29.7pp |
| Annual return | 30.48% | 22.81%+7.7pp | 25.84%+4.6pp | 28.85%+1.6pp |
| Employer contribution / active EE | $403 | $2,244-82.1% | $2,965-86.4% | $2,588-84.4% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $4,851-100.0% | $4,289-100.0% |
| Admin fee / account holder | $157 | $2,707-94.2% | $8,252-98.1% | $1,587-90.1% |