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 |
|---|---|---|
US BANK1 year Filed as: U.S. BANK, NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $212,955 |
BSI10+ years Service code 15 · EIN 95-4396363 | Recordkeeping | $186,938 |
ERNST & YOUNG LLP10+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $29,150 |
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 | $335,081 | $244,991+36.8% | $106,213+215.5% | $106,382+215.0% |
| Participation rate | 13.7% | 88.4%-74.7pp | 75.3%-61.6pp | 69.9%-56.2pp |
| Annual return | 18.70% | 13.48%+5.2pp | 116.14%-97.4pp | 17.37%+1.3pp |
| Employer contribution / active EE | $0 | $8,816-100.0% | $3,171-100.0% | $3,364-100.0% |
| Participant deferral / active EE | $0 | $11,442-100.0% | $5,016-100.0% | $5,569-100.0% |
| Admin fee / account holder | $150 | $88+70.6% | $11,033-98.6% | $79+89.4% |