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 |
|---|---|---|
BSI9+ years Service code 15 · EIN 95-4396363 | Recordkeeping | $194,566 |
US BANK9+ years Filed as: US BANK, NA Service code 19 · EIN 31-0841368 | Securities Custodian | $183,537 |
ERNST & YOUNG LLP9+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $28,225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $298,101 | $225,491+32.2% | $98,439+202.8% | $96,393+209.3% |
| Participation rate | 13.5% | 87.3%-73.8pp | 75.2%-61.6pp | 71.3%-57.7pp |
| Annual return | 54.39% | 19.53%+34.9pp | 21.16%+33.2pp | 22.88%+31.5pp |
| Employer contribution / active EE | $0 | $8,386-100.0% | $3,048-100.0% | $3,238-100.0% |
| Participant deferral / active EE | $0 | $10,872-100.0% | $4,738-100.0% | $5,455-100.0% |
| Admin fee / account holder | $135 | $87+55.0% | $8,948-98.5% | $74+82.6% |