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 |
|---|---|---|
BSI6+ years Service code 15 · EIN 95-4396363 | Recordkeeping | $193,762 |
US BANK6+ years Filed as: US BANK, NA Service code 19 · EIN 31-0841368 | Securities Custodian | $177,362 |
ERNST & YOUNG LLP6+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $26,650 |
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 | $194,765 | $146,341+33.1% | $98,907+96.9% | $93,223+108.9% |
| Participation rate | 24.7% | 89.3%-64.6pp | 76.0%-51.3pp | 74.9%-50.2pp |
| Annual return | 34.14% | 16.85%+17.3pp | 196.43%-162.3pp | 19.29%+14.9pp |
| Employer contribution / active EE | $0 | $4,823-100.0% | $2,689-100.0% | $2,680-100.0% |
| Participant deferral / active EE | $0 | $7,126-100.0% | $4,244-100.0% | $4,563-100.0% |
| Admin fee / account holder | $115 | $63+83.9% | $6,642-98.3% | $79+45.7% |