Filed December 17, 1996
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 | $57,438 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $55,986 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,739 | $40,385+109.8% | $80,569+5.2% | $74,419+13.9% |
| Participation rate | 99.5% | 47.4%+52.1pp | 67.0%+32.5pp | 70.7%+28.8pp |
| Annual return | 17.39% | 164.85%-147.5pp | 935.43%-918.0pp | 34.38%-17.0pp |
| Employer contribution / active EE | $896 | $1,496-40.1% | $2,723-67.1% | $2,637-66.0% |
| Participant deferral / active EE | $4,801 | $2,674+79.5% | $4,447+8.0% | $4,528+6.0% |
| Admin fee / account holder | $210 | $720-70.8% | $5,377-96.1% | $348-39.6% |