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 |
|---|---|---|
BSI4+ years Service code 15 · EIN 95-4396363 | Recordkeeping | $182,536 |
US BANK4+ years Filed as: US BANK, NA Service code 19 · EIN 31-0841368 | Securities Custodian | $152,492 |
ERNST & YOUNG LLP4+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $35,850 |
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 | $126,762 | $106,649+18.9% | $80,019+58.4% | $68,904+84.0% |
| Participation rate | 33.9% | 88.1%-54.3pp | 75.8%-42.0pp | 74.1%-40.3pp |
| Annual return | 6.95% | -0.87%+7.8pp | 11.22%-4.3pp | 1.07%+5.9pp |
| Employer contribution / active EE | $0 | $4,132-100.0% | $2,468-100.0% | $2,540-100.0% |
| Participant deferral / active EE | $0 | $6,395-100.0% | $3,686-100.0% | $4,015-100.0% |
| Admin fee / account holder | $98 | $58+68.4% | $6,521-98.5% | $71+37.1% |