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 | Float revenue; Investment management;... | $267,536 |
MARQUETTE ASSOCIATES3+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 28 · EIN 36-3485298 | Investment Management | $57,633 |
WIPFLI LLP1 year Filed as: WIPFLI CPA'S AND CONSULTANTS Service code 10 · EIN 39-0758449 | Accounting | $22,700 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $40,072 | $88,730-54.8% | $82,313-51.3% | $77,958-48.6% |
| Participation rate | 90.7% | 84.5%+6.2pp | 76.9%+13.8pp | 71.6%+19.0pp |
| Annual return | 59.99% | 20.88%+39.1pp | 25.88%+34.1pp | 20.87%+39.1pp |
| Employer contribution / active EE | $1,267 | $2,758-54.1% | $2,428-47.8% | $2,310-45.2% |
| Participant deferral / active EE | $3,224 | $4,634-30.4% | $3,706-13.0% | $3,537-8.8% |
| Admin fee / account holder | $113 | $74+52.9% | $5,608-98.0% | $97+16.2% |