Filed December 28, 1998
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 |
|---|---|---|
MORNINGSTAR4+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $869 |
LIFESTYLE RETIREMENT COMPANY2 years Service code 13 · EIN 25-1867808 409 S. PUGH STREET · STATE COLLEGE, PA 16801 | Contract Administrator | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,101 | $80,005-43.6% | $140,016-67.8% | $55,725-19.1% |
| Participation rate | 93.2% | 87.0%+6.2pp | 87.5%+5.7pp | 70.9%+22.3pp |
| Annual return | -5.25% | 0.46%-5.7pp | 651.12%-656.4pp | 244.93%-250.2pp |
| Employer contribution / active EE | $1,251 | $3,403-63.2% | $5,606-77.7% | $2,078-39.8% |
| Participant deferral / active EE | $3,658 | $5,264-30.5% | $6,927-47.2% | $3,356+9.0% |
| Admin fee / account holder | $38 | $116-67.4% | $10,705-99.6% | $115-67.2% |