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 | $44,968 |
MORNINGSTAR2 years 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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,503 | $138,347+37.7% | $184,203+3.4% | $80,856+135.6% |
| Participation rate | 89.3% | 83.9%+5.4pp | 86.8%+2.5pp | 67.6%+21.6pp |
| Annual return | 10.79% | 20.02%-9.2pp | 28.81%-18.0pp | 35.59%-24.8pp |
| Employer contribution / active EE | $4,834 | $4,850-0.3% | $6,427-24.8% | $2,755+75.5% |
| Participant deferral / active EE | $6,766 | $7,071-4.3% | $9,131-25.9% | $4,296+57.5% |
| Admin fee / account holder | $441 | $10,483-95.8% | $13,901-96.8% | $6,918-93.6% |