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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $74,363 |
DELAWARE VALLEY RETIREMENT, INC.6+ years Service code 15 · EIN 20-2055473 | Recordkeeping | $22,669 |
IRON-CO-FID-COMPREHENSIVE6+ years Service code 26 · EIN 26-2409128 | Advisory (Participants) | $8,806 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,030 | $82,093-63.4% | $379,746-92.1% | $73,409-59.1% |
| Participation rate | 55.5% | 76.8%-21.3pp | 78.4%-23.0pp | 72.2%-16.7pp |
| Annual return | 15.58% | 18.89%-3.3pp | 34.90%-19.3pp | 59.29%-43.7pp |
| Employer contribution / active EE | $1,108 | $2,847-61.1% | $3,540-68.7% | $2,234-50.4% |
| Participant deferral / active EE | $1,786 | $4,697-62.0% | $6,024-70.3% | $3,805-53.1% |
| Admin fee / account holder | $325 | $128+154.8% | $7,927-95.9% | $158+106.0% |