Filed September 20, 1999
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 13 · EIN 42-0127290 | Contract Administrator | $1,686,085 |
MARQUETTE ASSOCIATES6 years Filed as: MARQUETTE ASSOCIATES, IN Service code 27 · EIN 36-3485298 | Advisory (Plan) | $83,018 |
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 | $36,682 | $77,577-52.7% | $101,794-64.0% | $140,769-73.9% |
| Participation rate | 98.6% | 56.8%+41.8pp | 69.2%+29.4pp | 74.2%+24.5pp |
| Annual return | 14.16% | 14.47%-0.3pp | 30.53%-16.4pp | 16.82%-2.7pp |
| Employer contribution / active EE | $2,196 | $1,318+66.6% | $2,289-4.1% | $3,906-43.8% |
| Participant deferral / active EE | $3,160 | $2,205+43.3% | $4,084-22.6% | $6,717-53.0% |
| Admin fee / account holder | $58 | $84-30.9% | $8,777-99.3% | $229-74.6% |