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 | $382,682 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,731 | $61,756+48.5% | $70,092+30.9% | $77,904+17.7% |
| Participation rate | 89.4% | 79.9%+9.5pp | 70.5%+18.9pp | 73.7%+15.7pp |
| Annual return | -15.74% | -11.86%-3.9pp | 190.73%-206.5pp | 12.21%-27.9pp |
| Employer contribution / active EE | $2,884 | $2,706+6.6% | $2,559+12.7% | $2,848+1.3% |
| Participant deferral / active EE | $6,683 | $3,977+68.0% | $3,849+73.6% | $4,806+39.1% |
| Admin fee / account holder | $93 | $101-8.0% | $6,267-98.5% | $133-29.7% |