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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $275,644 | $143,368+92.3% | $87,100+216.5% | $89,569+207.7% |
| Participation rate | 99.3% | 88.2%+11.0pp | 76.9%+22.4pp | 69.6%+29.7pp |
| Annual return | 20.26% | 28.55%-8.3pp | 28.19%-7.9pp | 34.56%-14.3pp |
| Employer contribution / active EE | $5,536 | $4,012+38.0% | $2,521+119.6% | $2,584+114.2% |
| Participant deferral / active EE | $16,536 | $7,129+131.9% | $4,049+308.4% | $4,220+291.8% |
| Admin fee / account holder | $591 | $61+872.3% | $7,497-92.1% | $72+725.8% |