Filed December 22, 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 27 · EIN 26-0058143 | Advisory (Plan) | $13,041 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,173 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,340 | $45,602+17.0% | $117,472-54.6% | $66,914-20.3% |
| Participation rate | 68.2% | 57.6%+10.6pp | 70.6%-2.4pp | 69.8%-1.6pp |
| Annual return | -21.11% | -16.74%-4.4pp | 29.74%-50.9pp | 1.58%-22.7pp |
| Employer contribution / active EE | $1,302 | $1,579-17.5% | $4,176-68.8% | $2,544-48.8% |
| Participant deferral / active EE | $2,483 | $2,845-12.7% | $4,070-39.0% | $4,237-41.4% |
| Admin fee / account holder | $157 | $661-76.3% | $5,645-97.2% | $593-73.6% |