Filed December 16, 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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $16,557 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,557 | $45,602+17.4% | $117,472-54.4% | $66,914-20.0% |
| Participation rate | 89.8% | 57.6%+32.1pp | 70.6%+19.2pp | 69.8%+20.0pp |
| Annual return | -14.98% | -16.74%+1.8pp | 29.74%-44.7pp | 1.58%-16.6pp |
| Employer contribution / active EE | $813 | $1,579-48.5% | $4,176-80.5% | $2,544-68.0% |
| Participant deferral / active EE | $2,547 | $2,845-10.5% | $4,070-37.4% | $4,237-39.9% |
| Admin fee / account holder | $97 | $661-85.3% | $5,645-98.3% | $593-83.7% |