Filed June 28, 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. $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 6-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 |
|---|---|---|
RSM US LLP1+ years Filed as: MCGLADREY LLP Service code 10 · EIN 42-0714325 | Accounting | $20,000 |
CLEARY, JOSEM & TRIGIANI LLP1+ years Filed as: CLEARY GOTTLIEB Service code 29 2000 PENNSYLVANIA AVE, NW · WASHINGTON, DC 20006 | Legal | $5,358 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,255 | $62,561-98.0% | $105,218-98.8% | $52,331-97.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 77.2%+22.8pp | 68.1%+31.9pp |
| Annual return | -31.42% | 8.71%-40.1pp | 5.33%-36.8pp | 4.54%-36.0pp |
| Employer contribution / active EE | $0 | $2,137-100.0% | $3,255-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $0 | $3,355-100.0% | $4,867-100.0% | $3,022-100.0% |
| Admin fee / account holder | $15 | $198-92.5% | $6,992-99.8% | $592-97.5% |