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 | $281,627 | $138,331+103.6% | $86,677+224.9% | $89,394+215.0% |
| Participation rate | 99.3% | 88.9%+10.4pp | 76.6%+22.7pp | 71.3%+28.0pp |
| Annual return | -12.37% | -11.72%-0.7pp | 35.91%-48.3pp | -11.89%-0.5pp |
| Employer contribution / active EE | $6,495 | $4,812+35.0% | $2,836+129.0% | $3,022+114.9% |
| Participant deferral / active EE | $18,396 | $8,027+129.2% | $4,656+295.1% | $5,123+259.1% |
| Admin fee / account holder | $597 | $64+831.2% | $7,493-92.0% | $79+651.6% |