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 ENGINES5+ years Filed as: EDELMAN FINANCIAL Service code 27 4000 LEGATO RD · FAIRFAX, VA 22035 | Advisory (Plan) | $57,065 |
NEWPORT GROUP, INC.5+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $21,885 |
OLSEN & ASSOCIATES LLC4 years Service code 10 2127 ESPEY COURT · CROFTON, MD 21114 | Accounting | $11,270 |
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 | $51,184 | $86,332-40.7% | $125,175-59.1% | $65,185-21.5% |
| Participation rate | 68.0% | 75.3%-7.3pp | 79.8%-11.8pp | 70.2%-2.2pp |
| Annual return | 18.80% | 27.43%-8.6pp | 43.79%-25.0pp | 29.38%-10.6pp |
| Employer contribution / active EE | $291 | $2,040-85.7% | $3,865-92.5% | $2,177-86.6% |
| Participant deferral / active EE | $1,975 | $3,537-44.2% | $4,937-60.0% | $3,514-43.8% |
| Admin fee / account holder | $516 | $609-15.3% | $9,702-94.7% | $847-39.1% |