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; Sales loads (front end... | $389,171 |
MARQUETTE ASSOCIATES9+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 28 · EIN 36-3485298 | Investment Management | $150,003 |
WIPFLI LLP7 years Filed as: WIPFLI CPA'S AND CONSULTANTS Service code 10 · EIN 39-0758449 | Accounting | $12,650 |
NATIONAL FINANCIAL SERVICES9+ 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,924 | $118,464-66.3% | $96,544-58.6% | $103,482-61.4% |
| Participation rate | 97.1% | 89.0%+8.1pp | 76.0%+21.2pp | 73.3%+23.9pp |
| Annual return | 26.45% | 18.79%+7.7pp | 25.84%+0.6pp | 33.11%-6.7pp |
| Employer contribution / active EE | $1,677 | $4,210-60.2% | $2,965-43.4% | $3,208-47.7% |
| Participant deferral / active EE | $5,223 | $7,277-28.2% | $4,851+7.7% | $5,207+0.3% |
| Admin fee / account holder | $77 | $81-5.2% | $8,252-99.1% | $114-32.7% |