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) | $30,262 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $12,625 |
MORNINGSTAR6+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,003 |
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 | $72,342 | $64,286+12.5% | $90,951-20.5% | $73,409-1.5% |
| Participation rate | 95.8% | 63.6%+32.2pp | 69.0%+26.7pp | 72.2%+23.6pp |
| Annual return | 15.58% | 21.45%-5.9pp | 134.60%-119.0pp | 59.29%-43.7pp |
| Employer contribution / active EE | $1,216 | $895+35.9% | $2,122-42.7% | $2,234-45.6% |
| Participant deferral / active EE | $4,977 | $2,453+102.9% | $3,373+47.6% | $3,805+30.8% |
| Admin fee / account holder | $69 | $287-76.1% | $5,959-98.8% | $158-56.5% |