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 | $316,330 |
MORNINGSTAR2 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 |
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 | $22,149 | $55,347-60.0% | $120,354-81.6% | $199,593-88.9% |
| Participation rate | 84.5% | 52.9%+31.6pp | 71.9%+12.5pp | 72.0%+12.5pp |
| Annual return | 16.97% | 15.37%+1.6pp | 107.15%-90.2pp | 34.25%-17.3pp |
| Employer contribution / active EE | $257 | $1,296-80.2% | $3,463-92.6% | $3,034-91.5% |
| Participant deferral / active EE | $3,210 | $2,350+36.6% | $4,991-35.7% | $5,087-36.9% |
| Admin fee / account holder | $100 | $134-25.3% | $9,423-98.9% | $269-62.7% |