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... | $407,355 |
MARQUETTE ASSOCIATES7+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 28 · EIN 36-3485298 | Investment Management | $136,879 |
WIPFLI LLP5 years Filed as: WIPFLI CPA'S AND CONSULTANTS Service code 10 · EIN 39-0758449 | Accounting | $10,450 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,399 | $134,619-73.0% | $111,297-67.3% | $101,517-64.1% |
| Participation rate | 97.6% | 89.0%+8.6pp | 77.3%+20.3pp | 74.6%+23.0pp |
| Annual return | 16.91% | 17.96%-1.0pp | 54.65%-37.7pp | 21.00%-4.1pp |
| Employer contribution / active EE | $1,188 | $3,829-69.0% | $2,731-56.5% | $2,973-60.0% |
| Participant deferral / active EE | $3,431 | $6,572-47.8% | $4,487-23.5% | $4,873-29.6% |
| Admin fee / account holder | $80 | $86-7.1% | $7,964-99.0% | $139-42.5% |