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 |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $22,436 |
AON CONSULTING2+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 · EIN 36-3109431 | Advisory (Plan) | $8,000 |
ATESSA BENEFITS1 year Service code 16 · EIN 47-4435064 | Consulting | $6,014 |
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.
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 | $40,005 | $69,305-42.3% | $82,313-51.4% | $69,631-42.5% |
| Participation rate | 69.2% | 80.3%-11.1pp | 76.9%-7.7pp | 70.7%-1.5pp |
| Annual return | 8.20% | 21.47%-13.3pp | 25.88%-17.7pp | 27571.02%-27562.8pp |
| Employer contribution / active EE | $951 | $1,887-49.6% | $2,428-60.8% | $2,032-53.2% |
| Participant deferral / active EE | $1,990 | $3,568-44.2% | $3,706-46.3% | $3,224-38.3% |
| Admin fee / account holder | $84 | $97-14.0% | $5,608-98.5% | $110-24.3% |