Filed July 29, 1998
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 |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANGEMENT LL Service code 26 · EIN 36-4317381 | Advisory (Participants) | $13,420 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $11,574 |
MORNINGSTAR3+ years Service code 27 | Advisory (Plan) | $7,545 |
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 | $60,161 | $48,064+25.2% | $78,778-23.6% | $69,631-13.6% |
| Participation rate | 92.3% | 61.6%+30.7pp | 69.2%+23.1pp | 70.7%+21.6pp |
| Annual return | 15.76% | 21.81%-6.0pp | 35.62%-19.9pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $1,004 | $744+35.1% | $1,986-49.4% | $2,032-50.6% |
| Participant deferral / active EE | $4,205 | $2,079+102.3% | $2,958+42.1% | $3,224+30.4% |
| Admin fee / account holder | $69 | $152-54.8% | $5,134-98.7% | $110-37.8% |