Filed October 26, 2006 (most recent of 3 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 | $63,520 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,559 | $86,897-31.5% | $151,611-60.7% | $64,808-8.1% |
| Participation rate | 96.3% | 87.3%+9.1pp | 87.5%+8.8pp | 71.5%+24.9pp |
| Annual return | -9.58% | -3.57%-6.0pp | 3.33%-12.9pp | 32.82%-42.4pp |
| Employer contribution / active EE | $1,456 | $4,010-63.7% | $6,166-76.4% | $2,506-41.9% |
| Participant deferral / active EE | $5,557 | $6,690-16.9% | $8,363-33.6% | $4,310+28.9% |
| Admin fee / account holder | $135 | $153-11.6% | $11,616-98.8% | $188-28.0% |