Filed December 31, 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 12 · EIN 13-3689044 | Investment management; Claims process... | $126,793 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 28 · EIN 04-3046611 | Investment Management | $12,500 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $0 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,186 | $37,039-83.3% | $147,614-95.8% | $59,188-89.5% |
| Participation rate | 84.5% | 63.8%+20.7pp | 84.6%-0.2pp | 69.4%+15.0pp |
| Annual return | -4.17% | 7.19%-11.4pp | 61.98%-66.1pp | 5.51%-9.7pp |
| Employer contribution / active EE | $265 | $1,353-80.4% | $5,564-95.2% | $2,098-87.4% |
| Participant deferral / active EE | $964 | $2,094-54.0% | $4,895-80.3% | $3,265-70.5% |
| Admin fee / account holder | $45 | $60-24.7% | $11,611-99.6% | $92-50.9% |