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 | $85,080 |
MORNINGSTAR2 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 | $162,206 | $100,227+61.8% | $169,993-4.6% | $74,419+118.0% |
| Participation rate | 97.6% | 87.3%+10.3pp | 87.0%+10.6pp | 70.7%+26.9pp |
| Annual return | 17.16% | 66.08%-48.9pp | 53.37%-36.2pp | 34.38%-17.2pp |
| Employer contribution / active EE | $3,373 | $4,263-20.9% | $6,785-50.3% | $2,637+27.9% |
| Participant deferral / active EE | $10,703 | $7,143+49.8% | $10,408+2.8% | $4,528+136.4% |
| Admin fee / account holder | $100 | $234-57.4% | $12,815-99.2% | $348-71.3% |