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 | Recordkeeping and information managem... | $338,991 |
MARQUETTE ASSOCIATES4+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 28 · EIN 36-3485298 | Investment Management | $98,867 |
WIPFLI LLP2 years Filed as: WIPFLI CPA'S AND CONSULTANTS Service code 10 · EIN 39-0758449 | Accounting | $11,600 |
NATIONAL FINANCIAL SERVICES4+ 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 | $35,037 | $78,852-55.6% | $76,768-54.4% | $75,289-53.5% |
| Participation rate | 96.0% | 85.0%+11.0pp | 77.0%+19.0pp | 72.4%+23.6pp |
| Annual return | -4.20% | -1.29%-2.9pp | 2.43%-6.6pp | -0.04%-4.2pp |
| Employer contribution / active EE | $1,359 | $2,794-51.4% | $2,485-45.3% | $2,405-43.5% |
| Participant deferral / active EE | $3,534 | $4,800-26.4% | $3,852-8.2% | $3,739-5.5% |
| Admin fee / account holder | $117 | $79+48.6% | $6,675-98.2% | $102+14.7% |