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 | $329,162 |
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 |
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 | $17,962 | $50,287-64.3% | $112,229-84.0% | $80,160-77.6% |
| Participation rate | 84.7% | 52.9%+31.8pp | 72.4%+12.2pp | 72.9%+11.7pp |
| Annual return | 17.27% | 19.72%-2.5pp | 30.20%-12.9pp | 40.38%-23.1pp |
| Employer contribution / active EE | $232 | $1,211-80.9% | $3,430-93.2% | $2,978-92.2% |
| Participant deferral / active EE | $2,905 | $2,265+28.3% | $4,798-39.5% | $5,017-42.1% |
| Admin fee / account holder | $98 | $116-16.0% | $7,748-98.7% | $145-32.7% |