Filed May 21, 1997 (most recent of 2 filings on file)
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+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $6,665 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,148 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,602 | $68,413-62.6% | $123,104-79.2% | $55,191-53.6% |
| Participation rate | 97.6% | 84.5%+13.1pp | 86.8%+10.8pp | 69.2%+28.4pp |
| Annual return | 0.39% | 6.30%-5.9pp | 13.22%-12.8pp | 10.78%-10.4pp |
| Employer contribution / active EE | $3,432 | $3,050+12.5% | $5,151-33.4% | $1,899+80.8% |
| Participant deferral / active EE | $3,935 | $4,490-12.4% | $6,230-36.8% | $3,046+29.2% |
| Admin fee / account holder | $19 | $88-78.1% | $9,015-99.8% | $91-78.9% |