Filed December 21, 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 6-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 |
|---|---|---|
Filed as: ECONOMIC GROUP PENSION SERVICES LLC Service code 49 · EIN 86-2963468 | Other Services | $5,917 |
Service code 49 | Other Services | $5,374 |
MORNINGSTAR6+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $3,513 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 49 · EIN 13-3180178 | Other Services | $0 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $87,042 | $122,239-28.8% | $184,203-52.7% | $74,495+16.8% |
| Participation rate | 89.7% | 85.5%+4.3pp | 86.8%+2.9pp | 67.2%+22.5pp |
| Annual return | 15.36% | 19.95%-4.6pp | 28.81%-13.5pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $781 | $4,537-82.8% | $6,427-87.9% | $2,623-70.2% |
| Participant deferral / active EE | $4,544 | $7,139-36.3% | $9,131-50.2% | $4,346+4.6% |
| Admin fee / account holder | $40 | $1,260-96.8% | $13,901-99.7% | $1,942-97.9% |