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 | $80,044 |
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 | $144,671 | $86,897+66.5% | $151,611-4.6% | $64,808+123.2% |
| Participation rate | 97.9% | 87.3%+10.6pp | 87.5%+10.4pp | 71.5%+26.4pp |
| Annual return | -13.67% | -3.57%-10.1pp | 3.33%-17.0pp | 32.82%-46.5pp |
| Employer contribution / active EE | $3,345 | $4,010-16.6% | $6,166-45.7% | $2,506+33.5% |
| Participant deferral / active EE | $10,321 | $6,690+54.3% | $8,363+23.4% | $4,310+139.5% |
| Admin fee / account holder | $97 | $153-36.7% | $11,616-99.2% | $188-48.5% |