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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $305,253 | $161,802+88.7% | $96,544+216.2% | $96,393+216.7% |
| Participation rate | 99.2% | 92.5%+6.8pp | 76.0%+23.2pp | 71.3%+27.9pp |
| Annual return | 7.80% | 18.41%-10.6pp | 25.84%-18.0pp | 22.88%-15.1pp |
| Employer contribution / active EE | $6,006 | $5,381+11.6% | $2,965+102.6% | $3,238+85.5% |
| Participant deferral / active EE | $17,162 | $8,927+92.2% | $4,851+253.8% | $5,455+214.6% |
| Admin fee / account holder | $575 | $61+844.5% | $8,252-93.0% | $74+678.5% |