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 | $313,622 | $164,350+90.8% | $95,952+226.9% | $106,222+195.3% |
| Participation rate | 99.0% | 90.5%+8.5pp | 77.1%+21.9pp | 70.8%+28.2pp |
| Annual return | 15.82% | 14.56%+1.3pp | 91.61%-75.8pp | 21.69%-5.9pp |
| Employer contribution / active EE | $5,625 | $4,292+31.1% | $2,541+121.4% | $2,723+106.5% |
| Participant deferral / active EE | $15,586 | $7,854+98.4% | $4,167+274.0% | $4,600+238.8% |
| Admin fee / account holder | $609 | $65+830.8% | $6,795-91.0% | $78+677.3% |