Filed June 14, 2006 (most recent of 5 filings on file)
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 | $3,007 |
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 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $484,403 | $100,227+383.3% | $169,993+185.0% | $74,419+550.9% |
| Participation rate | 98.6% | 87.3%+11.3pp | 87.0%+11.6pp | 70.7%+27.9pp |
| Annual return | 24.09% | 66.08%-42.0pp | 53.37%-29.3pp | 34.38%-10.3pp |
| Employer contribution / active EE | $19,587 | $4,263+359.5% | $6,785+188.7% | $2,637+642.7% |
| Participant deferral / active EE | $15,398 | $7,143+115.6% | $10,408+47.9% | $4,528+240.1% |
| Admin fee / account holder | $8 | $234-96.5% | $12,815-99.9% | $348-97.6% |