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) | $14,320 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,727 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,233 | $48,335-14.7% | $121,098-66.0% | $71,457-42.3% |
| Participation rate | 79.2% | 54.3%+24.9pp | 69.5%+9.7pp | 67.9%+11.2pp |
| Annual return | 11.31% | 23.32%-12.0pp | 985.75%-974.4pp | 28.85%-17.5pp |
| Employer contribution / active EE | $1,231 | $1,489-17.3% | $4,164-70.4% | $2,588-52.4% |
| Participant deferral / active EE | $2,348 | $2,754-14.7% | $4,080-42.4% | $4,289-45.2% |
| Admin fee / account holder | $200 | $1,841-89.1% | $5,644-96.5% | $1,587-87.4% |