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 |
|---|---|---|
NYHART5+ years Service code 15 · EIN 35-0966414 | Recordkeeping | $47,273 |
NATIONAL EXCHANGE BANK AND TRUST5+ years Filed as: NATIONAL EXCHANGE BANK & TRUST Service code 21 130 SOUTH MAIN STREET · FOND DU LAC, WI 54935 | Bank Trustee | $27,754 |
Filed as: FIDELITY INVESTMENTS Service code 19 P.O. BOX 770002 · CINCINNATI, OH 452778009 | Securities Custodian | $17,954 |
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 | $133,364 | $88,515+50.7% | $162,163-17.8% | $67,579+97.3% |
| Participation rate | 98.3% | 86.8%+11.5pp | 87.6%+10.8pp | 71.3%+27.0pp |
| Annual return | 24.35% | 27.04%-2.7pp | 115.59%-91.2pp | 378.56%-354.2pp |
| Employer contribution / active EE | $4,175 | $3,563+17.2% | $5,614-25.6% | $2,148+94.4% |
| Participant deferral / active EE | $3,650 | $5,724-36.2% | $7,298-50.0% | $3,539+3.1% |
| Admin fee / account holder | $164 | $124+32.5% | $10,843-98.5% | $142+15.1% |