Filed October 18, 2004
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 4-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 |
|---|---|---|
Filed as: CHARTWELL FINANCIAL SERVICES Service code 34 · EIN 36-4799908 | Valuation (appraisals, etc.); Other fees | $30,000 |
GREATBANC TRUST COMPANY1 year Filed as: GREATBANC TRUST CO. Service code 27 · EIN 36-3681493 | Advisory (Plan) | $18,000 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,749 |
Service code 27 · EIN 95-4345526 | Advisory (Plan) | $9,613 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,099 | $56,423+171.3% | $77,163+98.4% | $71,457+114.3% |
| Participation rate | 99.6% | 64.3%+35.2pp | 69.6%+30.0pp | 67.9%+31.6pp |
| Annual return | 77.50% | 19.05%+58.5pp | 37.87%+39.6pp | 28.85%+48.7pp |
| Employer contribution / active EE | $5,155 | $1,866+176.2% | $2,535+103.4% | $2,588+99.2% |
| Participant deferral / active EE | $0 | $3,142-100.0% | $3,833-100.0% | $4,289-100.0% |
| Admin fee / account holder | $291 | $1,429-79.6% | $5,472-94.7% | $1,587-81.6% |