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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $75,052 |
DELAWARE VALLEY RETIREMENT, INC.5+ years Service code 15 · EIN 20-2055473 | Recordkeeping | $18,384 |
IRON-CO-FID-COMPREHENSIVE5+ years Service code 26 · EIN 26-2409128 | Advisory (Participants) | $7,883 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,765 | $75,419-60.5% | $392,568-92.4% | $67,579-56.0% |
| Participation rate | 53.7% | 74.8%-21.1pp | 78.1%-24.4pp | 71.3%-17.6pp |
| Annual return | 22.84% | 36.70%-13.9pp | 24.42%-1.6pp | 378.56%-355.7pp |
| Employer contribution / active EE | $716 | $2,636-72.8% | $3,783-81.1% | $2,148-66.7% |
| Participant deferral / active EE | $1,235 | $4,347-71.6% | $5,985-79.4% | $3,539-65.1% |
| Admin fee / account holder | $310 | $114+172.1% | $6,260-95.1% | $142+117.6% |