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 | $33,184 |
GREATBANC TRUST COMPANY2 years Filed as: GREATBANC TRUST CO. Service code 25 · EIN 36-3681493 | Directed Trustee | $25,200 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,481 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,513 | $66,457+132.5% | $81,382+89.9% | $77,643+99.0% |
| Participation rate | 99.3% | 68.7%+30.5pp | 69.5%+29.8pp | 70.6%+28.7pp |
| Annual return | 16.31% | 15.93%+0.4pp | 24.73%-8.4pp | 31.24%-14.9pp |
| Employer contribution / active EE | $4,387 | $2,159+103.2% | $2,463+78.2% | $2,726+61.0% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $3,883-100.0% | $4,647-100.0% |
| Admin fee / account holder | $248 | $583-57.5% | $5,768-95.7% | $430-42.4% |