Filed February 27, 2009 (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 | $68,052 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,282 | $122,239-1.6% | $184,203-34.7% | $74,495+61.5% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 15.60% | 19.95%-4.3pp | 28.81%-13.2pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $6,839 | $4,537+50.7% | $6,427+6.4% | $2,623+160.7% |
| Participant deferral / active EE | $7,402 | $7,139+3.7% | $9,131-18.9% | $4,346+70.3% |
| Admin fee / account holder | $291 | $1,260-76.9% | $13,901-97.9% | $1,942-85.0% |