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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| 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% |