Filed January 6, 1997 (most recent of 2 filings on file)
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,778 | $127,796+82.9% | $76,768+204.5% | $73,367+218.6% |
| Participation rate | 98.3% | 88.2%+10.1pp | 77.0%+21.3pp | 69.5%+28.8pp |
| Annual return | -4.26% | -2.31%-1.9pp | 2.43%-6.7pp | 173.45%-177.7pp |
| Employer contribution / active EE | $5,511 | $3,931+40.2% | $2,485+121.8% | $2,499+120.6% |
| Participant deferral / active EE | $14,228 | $6,924+105.5% | $3,852+269.4% | $4,033+252.8% |
| Admin fee / account holder | $553 | $66+733.5% | $6,675-91.7% | $68+709.4% |