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 | $36,614 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $111,127 | $131,799-15.7% | $200,582-44.6% | $85,563+29.9% |
| Participation rate | 36.8% | 87.9%-51.1pp | 86.9%-50.1pp | 66.0%-29.2pp |
| Annual return | 17.15% | 21.59%-4.4pp | 42.33%-25.2pp | 31.51%-14.4pp |
| Employer contribution / active EE | $0 | $4,532-100.0% | $6,419-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $3,352 | $7,702-56.5% | $9,331-64.1% | $4,375-23.4% |
| Admin fee / account holder | $85 | $235-63.8% | $16,305-99.5% | $834-89.8% |