Filed July 11, 1996 (most recent of 2 filings on file)
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 64 · EIN 71-0294708 | Recordkeeping Fees | $36,337 |
MORNINGSTAR3+ years Service code 27 | Advisory (Plan) | $19,190 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $14,023 |
PLANTE & MORAN, PLLC1 year Service code 99 · EIN 38-1357951 | Other Fees | $13,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANGEMENT LL Service code 26 · EIN 36-3297908 | Advisory (Participants) | $12,239 |
RETIREMENT RX1 year Filed as: RETIREMENTRX Service code 99 · EIN 20-1440862 | Other Fees | $11,792 |
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 | $133,988 | $75,284+78.0% | $91,001+47.2% | $69,631+92.4% |
| Participation rate | 96.7% | 80.4%+16.3pp | 75.6%+21.1pp | 70.7%+26.1pp |
| Annual return | 17.96% | 48.40%-30.4pp | 4.60%+13.4pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $9,548 | $2,473+286.1% | $2,456+288.8% | $2,032+369.9% |
| Participant deferral / active EE | $10,692 | $3,700+189.0% | $3,547+201.4% | $3,224+231.7% |
| Admin fee / account holder | $88 | $111-20.8% | $5,417-98.4% | $110-20.7% |