Filed January 23, 1994
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP STRATEGIC PLAN SERVICES Service code 28 · EIN 81-4734347 | Investment Management | $6,604 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA RETIREMENT SERVICES, INC Service code 14 · EIN 13-3745616 | Plan Administrator | $5,417 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,752 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,484 | $57,831-14.4% | $82,389-39.9% | $85,563-42.2% |
| Participation rate | 27.9% | 55.0%-27.1pp | 69.5%-41.7pp | 66.0%-38.1pp |
| Annual return | 18.29% | 17.86%+0.4pp | 28.67%-10.4pp | 31.51%-13.2pp |
| Employer contribution / active EE | $347 | $1,643-78.9% | $2,517-86.2% | $2,654-86.9% |
| Participant deferral / active EE | $1,233 | $3,118-60.5% | $4,155-70.3% | $4,375-71.8% |
| Admin fee / account holder | $332 | $1,391-76.1% | $7,231-95.4% | $834-60.2% |