Filed September 28, 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 |
|---|---|---|
IVINS, PHILLIPS & BARKER1+ years Filed as: IVINS PHILLIPS AND BARKER Service code 29 · EIN 52-1229560 | Legal | $19,963 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $18,899 |
AON CONSULTING1+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 · EIN 36-3109431 | Advisory (Plan) | $8,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,095 | $63,905-37.3% | $74,183-46.0% | $57,658-30.5% |
| Participation rate | 63.7% | 79.8%-16.1pp | 76.6%-12.9pp | 70.2%-6.6pp |
| Annual return | 7.86% | 60.60%-52.7pp | 17.74%-9.9pp | 5.13%+2.7pp |
| Employer contribution / active EE | $821 | $1,840-55.4% | $2,370-65.4% | $1,974-58.4% |
| Participant deferral / active EE | $1,722 | $3,448-50.0% | $3,550-51.5% | $3,061-43.7% |
| Admin fee / account holder | $109 | $91+19.9% | $5,586-98.0% | $95+15.5% |