Filed October 6, 2010
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 26 · EIN 71-0294708 | Advisory (Participants) | $38,993 |
Filed as: TAX SHELTERED COMPENSATION Service code 49 · EIN 41-0955056 7365 KIRKWOOD CT N STE 200 · MAPLE GROVE, MN 55369 | Other Services | $33,899 |
MORNINGSTAR6 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $20,601 |
WIPFLI LLP1 year Service code 99 · EIN 22-2000222 | Other Fees | $8,000 |
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 | $50,123 | $56,503-11.3% | $70,092-28.5% | $64,808-22.7% |
| Participation rate | 93.9% | 70.5%+23.5pp | 70.5%+23.5pp | 71.5%+22.5pp |
| Annual return | -13.31% | -13.44%+0.1pp | 190.73%-204.0pp | 32.82%-46.1pp |
| Employer contribution / active EE | $2,564 | $2,046+25.3% | $2,559+0.2% | $2,506+2.3% |
| Participant deferral / active EE | $2,919 | $3,389-13.9% | $3,849-24.2% | $4,310-32.3% |
| Admin fee / account holder | $67 | $160-58.5% | $6,267-98.9% | $188-64.6% |