Filed November 7, 1996 (most recent of 2 filings on file)
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 |
|---|---|---|
CROWE LLP1 year Filed as: CROWE Service code 10 · EIN 35-0921680 | Accounting | $32,055 |
GOLDMAN SACHS5+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 71 S WACKER DR · CHICAGO, IL 60606 | Investment Management | $26,450 |
GOLDMAN SACHS5+ years Service code 28 · EIN 13-3501777 71 S WACKER DR · CHICAGO, IL 60606 | Investment Management | $14,063 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,791 | $69,159-64.2% | $125,175-80.2% | $67,579-63.3% |
| Participation rate | 96.2% | 78.2%+18.0pp | 79.8%+16.4pp | 71.3%+24.9pp |
| Annual return | 10.82% | 27.12%-16.3pp | 43.79%-33.0pp | 378.56%-367.7pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $3,865-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $4,937-100.0% | $3,539-100.0% |
| Admin fee / account holder | $121 | $142-14.6% | $9,702-98.8% | $142-14.9% |