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) | $35,247 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $10,197 |
MORNINGSTAR8+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,560 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $97,285 | $42,353+129.7% | $79,550+22.3% | $64,808+50.1% |
| Participation rate | 45.1% | 64.8%-19.6pp | 69.5%-24.4pp | 71.5%-26.3pp |
| Annual return | -14.65% | -12.24%-2.4pp | 0.16%-14.8pp | 32.82%-47.5pp |
| Employer contribution / active EE | $915 | $1,181-22.5% | $2,413-62.1% | $2,506-63.5% |
| Participant deferral / active EE | $2,891 | $3,170-8.8% | $3,985-27.5% | $4,310-32.9% |
| Admin fee / account holder | $210 | $160+31.8% | $6,832-96.9% | $188+12.0% |