Filed May 20, 2004 (most recent of 2 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 | $427,051 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $126,397 | $76,173+65.9% | $81,382+55.3% | $199,593-36.7% |
| Participation rate | 92.2% | 76.3%+16.0pp | 69.5%+22.7pp | 72.0%+20.2pp |
| Annual return | 14.23% | 15.59%-1.4pp | 24.73%-10.5pp | 34.25%-20.0pp |
| Employer contribution / active EE | $3,654 | $2,792+30.9% | $2,463+48.4% | $3,034+20.4% |
| Participant deferral / active EE | $8,177 | $4,201+94.6% | $3,883+110.6% | $5,087+60.7% |
| Admin fee / account holder | $114 | $146-22.2% | $5,768-98.0% | $269-57.7% |