Filed July 8, 1997
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 14-0865370 | Advisory (Plan) | $53,790 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,241 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,048 | $88,083+37.4% | $164,813-26.6% | $74,495+62.5% |
| Participation rate | 96.7% | 73.0%+23.6pp | 78.6%+18.1pp | 67.2%+29.5pp |
| Annual return | 15.05% | 17.26%-2.2pp | 69.93%-54.9pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $4,038 | $2,593+55.7% | $4,341-7.0% | $2,623+54.0% |
| Participant deferral / active EE | $10,743 | $4,498+138.9% | $6,031+78.1% | $4,346+147.2% |
| Admin fee / account holder | $345 | $2,234-84.6% | $12,690-97.3% | $1,942-82.3% |