Filed May 17, 2000
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 10-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 |
|---|---|---|
ARGENT TRUST COMPANY3 years Filed as: ARGENT FINANCIAL Service code 21 · EIN 62-1437218 500 E REYNOLDS DRIVE · RUSTON, LA 71270 | Bank Trustee | $580,647 |
Filed as: TRANSITION FINANCE STRATEGIES LLC Service code 13 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $552,428 |
RSM US LLP3 years Service code 10 · EIN 42-0714325 331 WEST THIRD STREET SUITE 200 · DAVENPORT, IA 52801 | Accounting | $53,018 |
BALLARD SPAHR LLP3 years Service code 29 1735 MARKET STREET, 51ST FLOOR · PHILADELPHIA, PA 19103 | Legal | $41,937 |
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 | $166,273 | $47,540+249.8% | $79,550+109.0% | $89,394+86.0% |
| Participation rate | 94.2% | 54.9%+39.3pp | 69.5%+24.7pp | 71.3%+22.9pp |
| Annual return | 14.82% | -8.05%+22.9pp | 0.16%+14.7pp | -11.89%+26.7pp |
| Employer contribution / active EE | $0 | $1,122-100.0% | $2,413-100.0% | $3,022-100.0% |
| Participant deferral / active EE | $0 | $1,961-100.0% | $3,985-100.0% | $5,123-100.0% |
| Admin fee / account holder | $45 | $59-22.8% | $6,832-99.3% | $79-43.1% |