Filed December 15, 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 37 · EIN 04-2647786 | Loan Processing | $8,746 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $5,622 |
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 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 | $82,310 | $53,777+53.1% | $134,143-38.6% | $79,858+3.1% |
| Participation rate | 69.5% | 58.8%+10.7pp | 72.2%-2.7pp | 69.6%-0.1pp |
| Annual return | 2.86% | 19.01%-16.1pp | 36.33%-33.5pp | 31.71%-28.9pp |
| Employer contribution / active EE | $1,440 | $1,321+8.9% | $3,704-61.1% | $2,471-41.7% |
| Participant deferral / active EE | $4,035 | $2,420+66.7% | $3,499+15.3% | $3,740+7.9% |
| Admin fee / account holder | $165 | $3,984-95.9% | $6,684-97.5% | $5,306-96.9% |