Filed August 1, 1996 (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 | $115,476 |
MORNINGSTAR4 years 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 | $191,802 | $131,799+45.5% | $200,582-4.4% | $85,563+124.2% |
| Participation rate | 98.2% | 87.9%+10.2pp | 86.9%+11.3pp | 66.0%+32.2pp |
| Annual return | 16.35% | 21.59%-5.2pp | 42.33%-26.0pp | 31.51%-15.2pp |
| Employer contribution / active EE | $3,709 | $4,532-18.2% | $6,419-42.2% | $2,654+39.8% |
| Participant deferral / active EE | $10,949 | $7,702+42.2% | $9,331+17.3% | $4,375+150.2% |
| Admin fee / account holder | $123 | $235-47.5% | $16,305-99.2% | $834-85.2% |