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 37 · EIN 04-2647786 | Loan Processing | $23,315 |
EMBREE FINANCIAL GROUP3 years Service code 27 · EIN 36-3983748 | Advisory (Plan) | $18,815 |
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 | $63,564 | $65,241-2.6% | $126,539-49.8% | $85,563-25.7% |
| Participation rate | 71.4% | 48.6%+22.7pp | 69.8%+1.6pp | 66.0%+5.4pp |
| Annual return | 16.10% | 42.19%-26.1pp | 425.95%-409.8pp | 31.51%-15.4pp |
| Employer contribution / active EE | $2,261 | $1,937+16.7% | $3,674-38.5% | $2,654-14.8% |
| Participant deferral / active EE | $3,001 | $3,032-1.0% | $4,083-26.5% | $4,375-31.4% |
| Admin fee / account holder | $156 | $1,031-84.9% | $6,065-97.4% | $834-81.3% |