Filed December 28, 1998 (most recent of 3 filings on file)
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 |
|---|---|---|
US BANK2 years Filed as: U.S. BANK, NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $202,494 |
BSI11+ years Service code 15 · EIN 95-4396363 | Recordkeeping | $181,678 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $36,608 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $330,455 | $117,739+180.7% | $116,228+184.3% | $117,739+180.7% |
| Participation rate | 13.2% | 76.6%-63.4pp | 74.6%-61.3pp | 76.6%-63.4pp |
| Annual return | 6.37% | 17.29%-10.9pp | 90.06%-83.7pp | 17.29%-10.9pp |
| Employer contribution / active EE | $0 | $3,746-100.0% | $2,994-100.0% | $3,746-100.0% |
| Participant deferral / active EE | $0 | $6,128-100.0% | $4,953-100.0% | $6,128-100.0% |
| Admin fee / account holder | $157 | $112+40.5% | $11,989-98.7% | $112+40.5% |