Filed October 17, 2001
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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $1,626,008 |
Filed as: STATE STREET BANK AND TRUST Service code 16 · EIN 04-1867445 | Consulting | $75,843 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,855 | $26,033+168.3% | $74,583-6.3% | $329,111-78.8% |
| Participation rate | 70.8% | 26.0%+44.9pp | 68.1%+2.7pp | 67.9%+3.0pp |
| Annual return | 9.57% | 33.64%-24.1pp | 20.47%-10.9pp | 16.35%-6.8pp |
| Employer contribution / active EE | $1,797 | $317+466.1% | $2,525-28.8% | $2,303-22.0% |
| Participant deferral / active EE | $3,033 | $825+267.7% | $3,458-12.3% | $3,682-17.6% |
| Admin fee / account holder | $58 | $62-7.8% | $4,138-98.6% | $754-92.4% |