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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Direct payment fr... | $32,879 |
MARQUETTE ASSOCIATES2+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 28 · EIN 36-3485298 | Investment Management | $16,229 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $24,593 | $63,905-61.5% | $74,183-66.8% | $57,658-57.3% |
| Participation rate | 89.9% | 79.8%+10.2pp | 76.6%+13.3pp | 70.2%+19.7pp |
| Annual return | 10.52% | 60.60%-50.1pp | 17.74%-7.2pp | 5.13%+5.4pp |
| Employer contribution / active EE | $812 | $1,840-55.9% | $2,370-65.7% | $1,974-58.9% |
| Participant deferral / active EE | $1,878 | $3,448-45.5% | $3,550-47.1% | $3,061-38.6% |
| Admin fee / account holder | $46 | $91-49.6% | $5,586-99.2% | $95-51.4% |