Filed November 30, 1995
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 13 · EIN 42-0127290 | Contract Administrator | $231,169 |
Filed as: INNOVEST PORTFOLIO SOLUTIONS, LLC Service code 27 · EIN 84-1612955 | Advisory (Plan) | $43,855 |
EIDE BAILLY LLP4 years Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 | Accounting | $14,700 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,306 | $58,644+50.6% | $178,014-50.4% | $199,768-55.8% |
| Participation rate | 36.5% | 65.5%-28.9pp | 77.1%-40.5pp | 72.0%-35.5pp |
| Annual return | 14.63% | 19.25%-4.6pp | 294.80%-280.2pp | 34.26%-19.6pp |
| Employer contribution / active EE | $991 | $1,801-45.0% | $3,950-74.9% | $3,037-67.4% |
| Participant deferral / active EE | $2,474 | $4,248-41.8% | $6,276-60.6% | $5,090-51.4% |
| Admin fee / account holder | $223 | $145+53.7% | $10,362-97.8% | $269-17.0% |