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 |
|---|---|---|
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $50,125 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $38,695 |
RETIREMENT RX1 year Service code 99 · EIN 20-1440862 | Other Fees | $16,311 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN PLLC Service code 99 · EIN 38-1357951 | Other Fees | $13,500 |
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 | $128,714 | $65,223+97.3% | $80,019+60.9% | $55,725+131.0% |
| Participation rate | 93.4% | 80.6%+12.9pp | 75.8%+17.6pp | 70.9%+22.6pp |
| Annual return | -5.84% | 7.59%-13.4pp | 11.22%-17.1pp | 244.93%-250.8pp |
| Employer contribution / active EE | $9,302 | $2,544+265.7% | $2,468+276.9% | $2,078+347.6% |
| Participant deferral / active EE | $10,381 | $3,881+167.5% | $3,686+181.7% | $3,356+209.4% |
| Admin fee / account holder | $128 | $114+11.8% | $6,521-98.0% | $115+10.9% |