Filed April 28, 1998 (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 |
|---|---|---|
MARQUETTE ASSOCIATES1+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 28 · EIN 36-3485298 | Investment Management | $59,276 |
Service code 12 · EIN 13-3689044 | Participant loan processing; Recordke... | $11,573 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $37,894 | $71,957-47.3% | $67,652-44.0% | $59,188-36.0% |
| Participation rate | 94.4% | 82.7%+11.7pp | 75.7%+18.7pp | 69.4%+24.9pp |
| Annual return | 2.12% | 8.53%-6.4pp | 6625.04%-6622.9pp | 5.51%-3.4pp |
| Employer contribution / active EE | $1,815 | $2,432-25.4% | $2,266-19.9% | $2,098-13.5% |
| Participant deferral / active EE | $4,363 | $4,211+3.6% | $3,560+22.6% | $3,265+33.6% |
| Admin fee / account holder | $41 | $64-36.7% | $4,821-99.2% | $92-55.9% |