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 | $340,593 | $171,796+98.3% | $111,297+206.0% | $106,520+219.7% |
| Participation rate | 99.0% | 88.6%+10.5pp | 77.3%+21.7pp | 71.3%+27.7pp |
| Annual return | 14.11% | 18.62%-4.5pp | 54.65%-40.5pp | 19.28%-5.2pp |
| Employer contribution / active EE | $5,738 | $4,687+22.4% | $2,731+110.1% | $2,840+102.0% |
| Participant deferral / active EE | $16,564 | $7,845+111.2% | $4,487+269.1% | $4,948+234.8% |
| Admin fee / account holder | $707 | $69+919.3% | $7,964-91.1% | $75+848.9% |