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: US BANK, NA Service code 19 · EIN 31-0841368 | Securities Custodian | $129,807 |
BSI2+ years Service code 15 · EIN 95-4396363 | Recordkeeping | $125,971 |
ERNST & YOUNG LLP2+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $37,500 |
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 | $110,192 | $117,928-6.6% | $77,999+41.3% | $65,292+68.8% |
| Participation rate | 48.0% | 85.6%-37.6pp | 75.5%-27.5pp | 72.4%-24.4pp |
| Annual return | 29.75% | 11.37%+18.4pp | 425.96%-396.2pp | 11.84%+17.9pp |
| Employer contribution / active EE | $0 | $3,999-100.0% | $2,470-100.0% | $2,302-100.0% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $3,497-100.0% | $3,579-100.0% |
| Admin fee / account holder | $73 | $66+10.0% | $5,480-98.7% | $57+26.8% |