Filed January 19, 2009
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.
| Provider | Service type | Compensation |
|---|---|---|
GREATBANC TRUST COMPANY1+ years Filed as: GREAT BANC TRUST COMPANY Service code 21 · EIN 37-1380386 | Bank Trustee | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,500,551 | $148,970+4263.7% | $136,007+4679.6% | $199,593+3156.9% |
| Participation rate | 99.5% | 79.4%+20.1pp | 76.5%+23.0pp | 72.0%+27.5pp |
| Annual return | 13.13% | 27.07%-13.9pp | 579.32%-566.2pp | 34.25%-21.1pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,217-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $0 | $6,140-100.0% | $7,025-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $144-100.0% | $6,858-100.0% | $269-100.0% |