Filed November 20, 1992
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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC10+ years Service code 27 · EIN 35-2552359 | Advisory (Plan) | $22,310 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $14,476 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,612 | $95,803-3.3% | $113,168-18.2% | $84,808+9.2% |
| Participation rate | 93.9% | 72.9%+21.0pp | 76.6%+17.3pp | 68.3%+25.6pp |
| Annual return | 15.75% | 25.00%-9.3pp | 24.27%-8.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $347 | $2,360-85.3% | $2,975-88.3% | $2,631-86.8% |
| Participant deferral / active EE | $6,388 | $4,242+50.6% | $5,107+25.1% | $4,212+51.7% |
| Admin fee / account holder | $270 | $8,989-97.0% | $12,068-97.8% | $7,344-96.3% |