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 | $27,843 |
MORNINGSTAR2 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 | $99,018 | $100,227-1.2% | $169,993-41.8% | $74,419+33.1% |
| Participation rate | 31.5% | 87.3%-55.9pp | 87.0%-55.5pp | 70.7%-39.3pp |
| Annual return | 18.78% | 66.08%-47.3pp | 53.37%-34.6pp | 34.38%-15.6pp |
| Employer contribution / active EE | $0 | $4,263-100.0% | $6,785-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $3,195 | $7,143-55.3% | $10,408-69.3% | $4,528-29.4% |
| Admin fee / account holder | $71 | $234-69.6% | $12,815-99.4% | $348-79.5% |