Filed December 12, 2016
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 9-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 Service code 24 · EIN 26-4691954 | Discretionary Trustee | $35,000 |
GARDERE WYNNE SEWELL LLP1+ years Service code 29 · EIN 75-0730814 | Legal | $18,458 |
Participant 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 | $49,999 | $75,284-33.6% | $91,001-45.1% | $69,631-28.2% |
| Participation rate | 99.4% | 80.4%+19.0pp | 75.6%+23.8pp | 70.7%+28.7pp |
| Annual return | 17.57% | 48.40%-30.8pp | 4.60%+13.0pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $3,202 | $2,473+29.5% | $2,456+30.4% | $2,032+57.6% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $3,547-100.0% | $3,224-100.0% |
| Admin fee / account holder | $74 | $111-33.4% | $5,417-98.6% | $110-33.3% |