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 27 · EIN 43-1451524 | Advisory (Plan) | $19,256 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,405 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $78,075 | $46,674+67.3% | $117,472-33.5% | $68,494+14.0% |
| Participation rate | 57.7% | 56.8%+0.9pp | 70.6%-12.9pp | 67.9%-10.2pp |
| Annual return | -12.80% | -14.52%+1.7pp | 29.74%-42.5pp | -7.84%-5.0pp |
| Employer contribution / active EE | $1,196 | $1,505-20.5% | $4,176-71.4% | $2,596-53.9% |
| Participant deferral / active EE | $3,041 | $2,636+15.3% | $4,070-25.3% | $4,027-24.5% |
| Admin fee / account holder | $472 | $4,020-88.3% | $5,645-91.6% | $5,403-91.3% |