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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Participan... | $76,226 |
MARQUETTE ASSOCIATES2+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 28 · EIN 36-3485298 | Investment Management | $52,110 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $45,637 | $80,211-43.1% | $74,183-38.5% | $63,975-28.7% |
| Participation rate | 95.7% | 84.2%+11.5pp | 76.6%+19.0pp | 71.1%+24.5pp |
| Annual return | 14.30% | 14.13%+0.2pp | 17.74%-3.4pp | 48.65%-34.4pp |
| Employer contribution / active EE | $1,256 | $2,553-50.8% | $2,370-47.0% | $2,182-42.4% |
| Participant deferral / active EE | $5,016 | $4,370+14.8% | $3,550+41.3% | $3,356+49.4% |
| Admin fee / account holder | $75 | $67+11.5% | $5,586-98.7% | $70+6.4% |