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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $61,349 |
DELAWARE VALLEY RETIREMENT, INC.3+ years Service code 15 · EIN 20-2055473 | Recordkeeping | $16,149 |
IRON-CO-FID-COMPREHENSIVE3+ years Service code 26 · EIN 26-2409128 | Advisory (Participants) | $6,519 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $46,725 | $64,954-28.1% | $115,752-59.6% | $62,292-25.0% |
| Participation rate | 64.2% | 73.0%-8.8pp | 77.8%-13.6pp | 69.5%-5.3pp |
| Annual return | 8.70% | 24.87%-16.2pp | 19.41%-10.7pp | 28.90%-20.2pp |
| Employer contribution / active EE | $1,254 | $2,344-46.5% | $3,492-64.1% | $2,042-38.6% |
| Participant deferral / active EE | $2,291 | $3,665-37.5% | $5,204-56.0% | $3,169-27.7% |
| Admin fee / account holder | $468 | $414+13.2% | $6,278-92.5% | $479-2.4% |