Filed December 17, 1996
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 | $77,040 |
Service code 49 · EIN 74-2794194 | Other Services | $35,669 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $26,794 |
MORNINGSTAR1 year 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 | $69,136 | $34,677+99.4% | $77,024-10.2% | $64,808+6.7% |
| Participation rate | 98.9% | 49.8%+49.1pp | 67.9%+31.0pp | 71.5%+27.4pp |
| Annual return | -16.42% | -5.33%-11.1pp | 42.32%-58.7pp | 32.82%-49.2pp |
| Employer contribution / active EE | $820 | $1,370-40.2% | $2,812-70.9% | $2,506-67.3% |
| Participant deferral / active EE | $4,511 | $2,556+76.4% | $4,426+1.9% | $4,310+4.6% |
| Admin fee / account holder | $175 | $179-1.8% | $5,425-96.8% | $188-6.6% |