Filed January 20, 1993
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 |
|---|---|---|
ACO/DCS1+ years Service code 11 · EIN 26-4614358 PO BOX 1967 · WOODSTOCK, GA 30188 | Actuarial | $13,225 |
See 1 actuary disclosure. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $50,876-100.0% | $205,401-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 15.7%-15.7pp | 17.6%-17.6pp | 15.7%-15.7pp |
| Annual return | -4.63% | -7.14%+2.5pp | 0.02%-4.7pp | -7.14%+2.5pp |
| Employer contribution / active EE | $8,800 | $14,613-39.8% | $45,513-80.7% | $14,613-39.8% |
| Participant deferral / active EE | $0 | $60-100.0% | $109-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $4,705-100.0% | $1,191-100.0% |