Filed January 24, 2010
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 | $338,334 |
MORNINGSTAR3 years 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 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,738 | $102,872-76.9% | $136,749-82.6% | $102,872-76.9% |
| Participation rate | 82.6% | 73.0%+9.6pp | 72.1%+10.5pp | 73.0%+9.6pp |
| Annual return | 19.42% | 19.06%+0.4pp | 24.33%-4.9pp | 19.06%+0.4pp |
| Employer contribution / active EE | $314 | $3,526-91.1% | $3,400-90.8% | $3,526-91.1% |
| Participant deferral / active EE | $2,967 | $5,535-46.4% | $4,692-36.8% | $5,535-46.4% |
| Admin fee / account holder | $105 | $292-63.9% | $11,386-99.1% | $292-63.9% |