Filed October 18, 2004 (most recent of 2 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 BANK3 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 51 · EIN 31-0841368 | Investment Mgmt Fees | $0 |
See 1 actuary disclosure. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,088-100.0% | $788,447-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 3.0%-3.0pp | 21.4%-21.4pp | 9.9%-9.9pp |
| Annual return | -4.18% | -12.85%+8.7pp | -3.21%-1.0pp | -5.25%+1.1pp |
| Employer contribution / active EE | $13,158 | $16,520-20.4% | $46,019-71.4% | $15,166-13.2% |
| Participant deferral / active EE | $3,554 | $32+11005.7% | $31+11538.1% | $120+2865.3% |
| Admin fee / account holder | $0 | $779-100.0% | $46,258-100.0% | $3,859-100.0% |