Filed October 10, 2018 (most recent of 3 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 13 · EIN 42-0127290 | Contract Administrator | $34,229 |
CMFG LIFE INSURANCE COMPANY4 years Service code 15 · EIN 39-0230590 | Recordkeeping | $12,832 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,178 | $125,758+48.8% | $169,993+10.1% | $75,163+149.0% |
| Participation rate | 92.4% | 83.6%+8.8pp | 87.0%+5.4pp | 67.2%+25.2pp |
| Annual return | 19.13% | 27.20%-8.1pp | 53.37%-34.2pp | 160.62%-141.5pp |
| Employer contribution / active EE | $5,805 | $4,615+25.8% | $6,785-14.4% | $2,670+117.4% |
| Participant deferral / active EE | $6,845 | $6,837+0.1% | $10,408-34.2% | $4,125+65.9% |
| Admin fee / account holder | $444 | $8,173-94.6% | $12,815-96.5% | $5,651-92.1% |