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 | $81,643 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,208 | $129,021-37.1% | $184,203-55.9% | $77,643+4.6% |
| Participation rate | 98.6% | 87.3%+11.2pp | 86.8%+11.8pp | 70.6%+28.0pp |
| Annual return | 13.10% | 33.27%-20.2pp | 28.81%-15.7pp | 31.24%-18.1pp |
| Employer contribution / active EE | $2,106 | $4,413-52.3% | $6,427-67.2% | $2,726-22.7% |
| Participant deferral / active EE | $7,736 | $7,297+6.0% | $9,131-15.3% | $4,647+66.5% |
| Admin fee / account holder | $179 | $254-29.4% | $13,901-98.7% | $430-58.4% |