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 | Claims processing; Distribution (12b-... | $355,308 |
MARQUETTE ASSOCIATES5+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 28 · EIN 36-3485298 | Investment Management | $63,514 |
WIPFLI LLP3 years Filed as: WIPFLI CPA'S AND CONSULTANTS Service code 10 · EIN 39-0758449 | Accounting | $10,125 |
NATIONAL FINANCIAL SERVICES5+ 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 | $43,672 | $105,247-58.5% | $87,100-49.9% | $77,787-43.9% |
| Participation rate | 97.9% | 85.8%+12.1pp | 76.9%+21.0pp | 73.2%+24.7pp |
| Annual return | 30.97% | 24.52%+6.5pp | 28.19%+2.8pp | 32.57%-1.6pp |
| Employer contribution / active EE | $1,447 | $2,895-50.0% | $2,521-42.6% | $2,504-42.2% |
| Participant deferral / active EE | $3,925 | $5,060-22.4% | $4,049-3.1% | $3,967-1.1% |
| Admin fee / account holder | $107 | $104+2.5% | $7,497-98.6% | $100+7.0% |