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 | $45,435 |
MORNINGSTAR3 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,258 | $148,978+39.1% | $200,582+3.3% | $84,808+144.4% |
| Participation rate | 80.5% | 84.2%-3.8pp | 86.9%-6.4pp | 68.3%+12.1pp |
| Annual return | 13.94% | 28.16%-14.2pp | 42.33%-28.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $5,441 | $4,815+13.0% | $6,419-15.2% | $2,631+106.8% |
| Participant deferral / active EE | $7,024 | $7,142-1.7% | $9,331-24.7% | $4,212+66.8% |
| Admin fee / account holder | $505 | $13,977-96.4% | $16,305-96.9% | $7,344-93.1% |