Filed April 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 |
|---|---|---|
FINANCIAL ENGINES4+ years Filed as: EDELMAN FINANCIAL Service code 27 4000 LEGATO RD · FAIRFAX, VA 22035 | Advisory (Plan) | $54,029 |
NEWPORT GROUP, INC.4+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $22,617 |
OLSEN & ASSOCIATES LLC3 years Service code 10 2127 ESPEY COURT · CROFTON, MD 21114 | Accounting | $11,273 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,548 | $66,302-38.8% | $110,238-63.2% | $56,287-28.0% |
| Participation rate | 67.4% | 74.9%-7.5pp | 79.8%-12.4pp | 69.9%-2.5pp |
| Annual return | -3.61% | -1.18%-2.4pp | 314.74%-318.4pp | -9.96%+6.3pp |
| Employer contribution / active EE | $277 | $2,047-86.5% | $3,826-92.8% | $2,111-86.9% |
| Participant deferral / active EE | $1,881 | $3,381-44.4% | $4,672-59.7% | $3,350-43.8% |
| Admin fee / account holder | $480 | $698-31.2% | $8,547-94.4% | $521-7.8% |