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 | $4,361 |
MORNINGSTAR3 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 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 | $542,489 | $129,021+320.5% | $184,203+194.5% | $77,643+598.7% |
| Participation rate | 98.4% | 87.3%+11.0pp | 86.8%+11.5pp | 70.6%+27.8pp |
| Annual return | 14.82% | 33.27%-18.5pp | 28.81%-14.0pp | 31.24%-16.4pp |
| Employer contribution / active EE | $22,789 | $4,413+416.4% | $6,427+254.6% | $2,726+736.0% |
| Participant deferral / active EE | $16,193 | $7,297+121.9% | $9,131+77.3% | $4,647+248.4% |
| Admin fee / account holder | $11 | $254-95.5% | $13,901-99.9% | $430-97.4% |