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) | $6,009 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,074 |
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 | $94,106 | $61,660+52.6% | $80,019+17.6% | $64,186+46.6% |
| Participation rate | 94.6% | 71.7%+22.9pp | 75.8%+18.8pp | 69.6%+25.1pp |
| Annual return | -4.67% | -0.33%-4.3pp | 11.22%-15.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $3,392 | $1,810+87.4% | $2,468+37.4% | $2,381+42.5% |
| Participant deferral / active EE | $3,693 | $2,968+24.5% | $3,686+0.2% | $3,470+6.4% |
| Admin fee / account holder | $195 | $5,417-96.4% | $6,521-97.0% | $4,888-96.0% |