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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $28,135 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANGEMENT LL Service code 26 · EIN 36-4317381 | Advisory (Participants) | $21,530 |
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 | $48,233 | $35,485+35.9% | $74,550-35.3% | $55,725-13.4% |
| Participation rate | 88.8% | 62.5%+26.2pp | 69.1%+19.6pp | 70.9%+17.9pp |
| Annual return | -1.28% | 0.72%-2.0pp | 32.53%-33.8pp | 244.93%-246.2pp |
| Employer contribution / active EE | $1,187 | $777+52.7% | $1,961-39.5% | $2,078-42.9% |
| Participant deferral / active EE | $4,000 | $2,181+83.4% | $3,108+28.7% | $3,356+19.2% |
| Admin fee / account holder | $61 | $114-46.3% | $5,060-98.8% | $115-46.7% |