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 | $15,864 |
EMBREE FINANCIAL GROUP2 years Service code 27 · EIN 36-3983748 | Advisory (Plan) | $15,510 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,172 | $52,406+22.5% | $129,207-50.3% | $74,495-13.9% |
| Participation rate | 92.6% | 53.8%+38.8pp | 69.6%+22.9pp | 67.2%+25.4pp |
| Annual return | 26.95% | 15.66%+11.3pp | 9417.33%-9390.4pp | 1364.94%-1338.0pp |
| Employer contribution / active EE | $2,747 | $1,531+79.5% | $4,153-33.9% | $2,623+4.7% |
| Participant deferral / active EE | $3,948 | $2,794+41.3% | $4,168-5.3% | $4,346-9.2% |
| Admin fee / account holder | $136 | $2,633-94.8% | $7,715-98.2% | $1,942-93.0% |