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) | $16,585 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANGEMENT LL Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,511 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $119,602 | $76,367+56.6% | $93,606+27.8% | $72,985+63.9% |
| Participation rate | 93.7% | 71.7%+21.9pp | 75.8%+17.9pp | 69.5%+24.2pp |
| Annual return | 20.55% | 25.82%-5.3pp | 32.76%-12.2pp | 81.00%-60.5pp |
| Employer contribution / active EE | $3,521 | $2,275+54.8% | $2,718+29.6% | $2,440+44.3% |
| Participant deferral / active EE | $3,758 | $3,538+6.2% | $4,069-7.6% | $3,607+4.2% |
| Admin fee / account holder | $317 | $6,838-95.4% | $7,888-96.0% | $5,124-93.8% |