Filed October 29, 1999
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 |
|---|---|---|
NYHART1+ years Service code 15 · EIN 35-0966414 | Recordkeeping | $87,146 |
NATIONAL EXCHANGE BANK AND TRUST1+ years Filed as: NATIONAL EXCHANGE BANK & TRUST Service code 21 130 SOUTH MAIN STREET · FOND DU LAC, WI 54935 | Bank Trustee | $15,816 |
Filed as: FIDELITY INVESTMENTS Service code 19 P.O. BOX 770002 · CINCINNATI, OH 452778009 | Securities Custodian | $11,704 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,905 | $68,413+46.0% | $123,104-18.8% | $55,191+81.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 86.8%+13.2pp | 69.2%+30.8pp |
| Annual return | 1.39% | 6.30%-4.9pp | 13.22%-11.8pp | 10.78%-9.4pp |
| Employer contribution / active EE | $3,551 | $3,050+16.4% | $5,151-31.1% | $1,899+87.0% |
| Participant deferral / active EE | $3,237 | $4,490-27.9% | $6,230-48.0% | $3,046+6.3% |
| Admin fee / account holder | $268 | $88+205.5% | $9,015-97.0% | $91+195.6% |