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 | $88,087+37.4% | $164,866-26.6% | $74,546+62.4% |
| Participation rate | 96.7% | 73.1%+23.6pp | 78.6%+18.1pp | 67.2%+29.5pp |
| Annual return | 15.05% | 17.27%-2.2pp | 69.97%-54.9pp | 1366.03%-1351.0pp |
| Employer contribution / active EE | $4,038 | $2,595+55.6% | $4,343-7.0% | $2,624+53.9% |
| Participant deferral / active EE | $10,743 | $4,499+138.8% | $6,033+78.1% | $4,347+147.1% |
| Admin fee / account holder | $345 | $2,232-84.6% | $12,689-97.3% | $1,944-82.3% |