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 3-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 |
|---|---|---|
MARQUETTE ASSOCIATES1+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 28 · EIN 36-3485298 | Investment Management | $19,900 |
Service code 12 · EIN 13-3689044 | Investment management; Claims process... | $12,089 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participant 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 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 | $21,498 | $71,957-70.1% | $67,652-68.2% | $59,188-63.7% |
| Participation rate | 90.5% | 82.7%+7.8pp | 75.7%+14.8pp | 69.4%+21.0pp |
| Annual return | 0.35% | 8.53%-8.2pp | 6625.04%-6624.7pp | 5.51%-5.2pp |
| Employer contribution / active EE | $999 | $2,432-58.9% | $2,266-55.9% | $2,098-52.4% |
| Participant deferral / active EE | $1,746 | $4,211-58.5% | $3,560-51.0% | $3,265-46.5% |
| Admin fee / account holder | $30 | $64-53.0% | $4,821-99.4% | $92-67.3% |