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 26 · EIN 71-0294708 | Advisory (Participants) | $56,993 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $47,907 |
MORNINGSTAR6+ years Service code 27 | Advisory (Plan) | $23,875 |
RETIREMENT RX3 years Service code 99 · EIN 20-1448620 | Other Fees | $20,682 |
PLANTE & MORAN, PLLC3 years Filed as: PLANTE MORAN PLLC Service code 99 · EIN 38-1357951 | Other Fees | $16,100 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $190,662 | $85,135+124.0% | $98,907+92.8% | $73,409+159.7% |
| Participation rate | 94.9% | 81.1%+13.8pp | 76.0%+18.9pp | 72.2%+22.7pp |
| Annual return | 16.10% | 19.14%-3.0pp | 196.43%-180.3pp | 59.29%-43.2pp |
| Employer contribution / active EE | $8,770 | $2,721+222.3% | $2,689+226.2% | $2,234+292.6% |
| Participant deferral / active EE | $11,521 | $4,349+164.9% | $4,244+171.4% | $3,805+202.7% |
| Admin fee / account holder | $171 | $139+22.9% | $6,642-97.4% | $158+8.4% |