Filed June 8, 2009
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 19 · EIN 16-1450952 | Securities Custodian | $27,399 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 27 · EIN 36-4317381 | Advisory (Plan) | $9,854 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,037 | $47,126-8.7% | $149,673-71.2% | $74,419-42.2% |
| Participation rate | 11.9% | 63.4%-51.5pp | 78.8%-66.8pp | 70.7%-58.8pp |
| Annual return | 14.89% | 22.75%-7.9pp | 134.42%-119.5pp | 34.38%-19.5pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $409 | $2,728-85.0% | $5,680-92.8% | $4,528-91.0% |
| Admin fee / account holder | $282 | $343-17.6% | $13,210-97.9% | $348-18.9% |