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 | $17,864 |
EMBREE FINANCIAL GROUP1 year Service code 27 · EIN 36-3983748 | Advisory (Plan) | $11,366 |
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 | $57,490 | $48,335+18.9% | $121,098-52.5% | $71,457-19.5% |
| Participation rate | 74.5% | 54.3%+20.3pp | 69.5%+5.0pp | 67.9%+6.6pp |
| Annual return | 23.82% | 23.32%+0.5pp | 985.75%-961.9pp | 28.85%-5.0pp |
| Employer contribution / active EE | $2,005 | $1,489+34.7% | $4,164-51.8% | $2,588-22.5% |
| Participant deferral / active EE | $2,763 | $2,754+0.3% | $4,080-32.3% | $4,289-35.6% |
| Admin fee / account holder | $139 | $1,841-92.5% | $5,644-97.5% | $1,587-91.3% |