Filed April 12, 2007
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 |
|---|---|---|
WATERSTONE BANK5 years Service code 10 · EIN 39-0691250 | Accounting | $28,569 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,397 |
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 | $233,404 | $121,341+92.4% | $189,513+23.2% | $79,386+194.0% |
| Participation rate | 97.8% | 86.1%+11.7pp | 87.8%+10.0pp | 70.7%+27.1pp |
| Annual return | 19.04% | 21.08%-2.0pp | 555.15%-536.1pp | 116.85%-97.8pp |
| Employer contribution / active EE | $0 | $3,915-100.0% | $6,162-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $0 | $6,395-100.0% | $8,221-100.0% | $4,046-100.0% |
| Admin fee / account holder | $145 | $651-77.7% | $12,045-98.8% | $626-76.8% |