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 COMPANY4 years Filed as: ARGENT FINANCIAL Service code 21 · EIN 62-1437218 500 E REYNOLDS DRIVE · RUSTON, LA 71270 | Bank Trustee | $722,415 |
Filed as: TRANSITION FINANCE STRATEGIES LLC Service code 13 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $435,433 |
RSM US LLP4 years Service code 10 · EIN 42-0714325 331 WEST THIRD STREET SUITE 200 · DAVENPORT, IA 52801 | Accounting | $39,483 |
BALLARD SPAHR LLP4 years Service code 29 1735 MARKET STREET, 51ST FLOOR · PHILADELPHIA, PA 19103 | Legal | $12,914 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $180,994 | $53,531+238.1% | $86,188+110.0% | $96,393+87.8% |
| Participation rate | 65.5% | 53.4%+12.1pp | 69.0%-3.4pp | 71.3%-5.7pp |
| Annual return | 25.07% | 20.51%+4.6pp | 1168.45%-1143.4pp | 22.88%+2.2pp |
| Employer contribution / active EE | $0 | $1,158-100.0% | $2,380-100.0% | $3,238-100.0% |
| Participant deferral / active EE | $0 | $1,965-100.0% | $3,985-100.0% | $5,455-100.0% |
| Admin fee / account holder | $41 | $55-26.0% | $6,852-99.4% | $74-44.5% |