Filed December 30, 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 |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $50,547 |
DELAWARE VALLEY RETIREMENT, INC.1+ years Service code 15 · EIN 20-2055473 | Recordkeeping | $15,506 |
IRON-CO-FID-COMPREHENSIVE1+ years Service code 26 · EIN 26-2409128 | Advisory (Participants) | $5,181 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,134 | $62,561-43.8% | $105,218-66.6% | $52,331-32.9% |
| Participation rate | 61.0% | 70.4%-9.4pp | 77.2%-16.2pp | 68.1%-7.1pp |
| Annual return | -0.45% | 8.71%-9.2pp | 5.33%-5.8pp | 4.54%-5.0pp |
| Employer contribution / active EE | $1,328 | $2,137-37.9% | $3,255-59.2% | $1,882-29.4% |
| Participant deferral / active EE | $2,071 | $3,355-38.3% | $4,867-57.4% | $3,022-31.5% |
| Admin fee / account holder | $372 | $198+87.4% | $6,992-94.7% | $592-37.1% |