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) | $28,547 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $14,548 |
MORNINGSTAR7+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,404 |
Filed as: UPFSA INS AGENCY OF AZ INC Service code 55 120 7333 E DOUBLETREE RANCH RD STE · SCOTTSDALE, AZ 85258 | Other Commissions | $1,343 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,055 | $50,956+63.0% | $96,562-14.0% | $86,799-4.3% |
| Participation rate | 86.7% | 65.2%+21.4pp | 69.8%+16.9pp | 72.3%+14.4pp |
| Annual return | 13.87% | 21.27%-7.4pp | 37.78%-23.9pp | 97.91%-84.0pp |
| Employer contribution / active EE | $1,541 | $1,111+38.7% | $2,356-34.6% | $2,405-36.0% |
| Participant deferral / active EE | $5,573 | $2,954+88.6% | $3,849+44.8% | $4,131+34.9% |
| Admin fee / account holder | $78 | $166-53.1% | $6,181-98.7% | $170-54.1% |