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 |
|---|---|---|
BSI3+ years Service code 15 · EIN 95-4396363 | Recordkeeping | $223,427 |
US BANK3+ years Filed as: US BANK, NA Service code 19 · EIN 31-0841368 | Securities Custodian | $150,151 |
ERNST & YOUNG LLP3+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $36,850 |
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 | $126,062 | $2,226,388-94.3% | $91,001+38.5% | $177,276-28.9% |
| Participation rate | 41.8% | 85.1%-43.3pp | 75.6%-33.8pp | 74.8%-33.0pp |
| Annual return | 20.43% | 20.16%+0.3pp | 4.60%+15.8pp | 21.25%-0.8pp |
| Employer contribution / active EE | $0 | $4,139-100.0% | $2,456-100.0% | $2,479-100.0% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $3,547-100.0% | $3,881-100.0% |
| Admin fee / account holder | $106 | $1,921-94.5% | $5,417-98.1% | $154-31.5% |