Filed December 17, 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 |
|---|---|---|
MILLIMAN, INC.3 years Service code 15 · EIN 91-0675641 | Recordkeeping | $42,246 |
NWK GROUP, INC.2 years Filed as: NWK GROUP INC Service code 17 · EIN 20-2154904 | Pension Consulting | $26,750 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $11,422 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,185 | $65,908+132.4% | $81,812+87.2% | $77,643+97.3% |
| Participation rate | 59.8% | 65.8%-6.0pp | 72.3%-12.6pp | 70.6%-10.8pp |
| Annual return | 15.44% | 26.64%-11.2pp | 773.79%-758.3pp | 31.24%-15.8pp |
| Employer contribution / active EE | $712 | $2,370-70.0% | $2,912-75.5% | $2,726-73.9% |
| Participant deferral / active EE | $4,485 | $3,505+27.9% | $4,319+3.9% | $4,647-3.5% |
| Admin fee / account holder | $292 | $526-44.4% | $7,386-96.0% | $430-32.1% |