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 | $100,436 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,649 | $129,021+33.0% | $184,203-6.8% | $77,643+121.1% |
| Participation rate | 97.2% | 87.3%+9.9pp | 86.8%+10.4pp | 70.6%+26.7pp |
| Annual return | 12.77% | 33.27%-20.5pp | 28.81%-16.0pp | 31.24%-18.5pp |
| Employer contribution / active EE | $3,202 | $4,413-27.4% | $6,427-50.2% | $2,726+17.5% |
| Participant deferral / active EE | $10,273 | $7,297+40.8% | $9,131+12.5% | $4,647+121.0% |
| Admin fee / account holder | $111 | $254-56.3% | $13,901-99.2% | $430-74.2% |