Filed August 8, 2007
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 | $8,353 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,717 | $47,126-34.8% | $149,673-79.5% | $74,419-58.7% |
| Participation rate | 98.9% | 63.4%+35.5pp | 78.8%+20.1pp | 70.7%+28.2pp |
| Annual return | 16.79% | 22.75%-6.0pp | 134.42%-117.6pp | 34.38%-17.6pp |
| Employer contribution / active EE | $2,224 | $1,905+16.7% | $4,818-53.8% | $2,637-15.7% |
| Participant deferral / active EE | $3,175 | $2,728+16.4% | $5,680-44.1% | $4,528-29.9% |
| Admin fee / account holder | $43 | $343-87.5% | $13,210-99.7% | $348-87.7% |