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 |
|---|---|---|
BSI5+ years Service code 15 · EIN 95-4396363 | Recordkeeping | $182,960 |
US BANK5+ years Filed as: US BANK, NA Service code 19 · EIN 31-0841368 | Securities Custodian | $163,378 |
ERNST & YOUNG LLP5+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $27,300 |
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 | $152,310 | $156,529-2.7% | $93,606+62.7% | $82,204+85.3% |
| Participation rate | 31.9% | 86.5%-54.7pp | 75.8%-44.0pp | 73.4%-41.5pp |
| Annual return | 27.94% | 20.36%+7.6pp | 32.76%-4.8pp | 26.31%+1.6pp |
| Employer contribution / active EE | $0 | $4,800-100.0% | $2,718-100.0% | $2,707-100.0% |
| Participant deferral / active EE | $0 | $6,674-100.0% | $4,069-100.0% | $4,246-100.0% |
| Admin fee / account holder | $103 | $65+59.4% | $7,888-98.7% | $76+36.5% |