Participant Request to Review Plan Financial Documents

We had a participant request to come and review the financial reports of the qualified plans (i.e., essentially the 5500s).  The participant does not want to pay copy costs and just wants to come to the office.  We are limiting access to our office due to COVID and do not want participants coming in to the office.  So, the two options I can think of are (1) let the participant come but limit his time and place him in an unused office and require a mask the whole time or (2) waive the copy costs and send him the documents.  Does anyone see any issues with these options?  

Thank you. 

Can the participant go online and see it on the DOL website? 

Can you just send a pdf?

I guess the SAR says they have the right to examine at the office so...if you don't want to do that, waive the $2 fee and send it.

I don't think I've ever seen anyone charge the copy costs.  It'll cost your bookkeeper more time in putting the few dollars into the ledger than the "revenue".

I agree:  send .pdf or send them to:

https://www.efast.dol.gov/portal/app/disseminatePublic?execution=e1s1

While the above advice is reasonable, it may be prudent to (proactively) let the participant know what you are doing and why.

6 hours ago, david rigby said:

While the above advice is reasonable, it may be prudent to (proactively) let the participant know what you are doing and why.

And maybe try to find out somehow why the participant is wanting to see them to stay ahead of any potential issues, whether valid or not.

Anyone can google "DOL 5500" and then follow the web address to access the 5500's filed for any plan.