Filed April 17, 2007 (most recent of 2 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 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $568 |
MORNINGSTAR1+ years Filed as: MORNING STAR Service code 26 · EIN 36-3297908 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $470 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,131 | $26,805-39.8% | $59,496-72.9% | $52,331-69.2% |
| Participation rate | 39.6% | 39.3%+0.3pp | 54.6%-14.9pp | 68.1%-28.5pp |
| Annual return | 1.20% | 2.61%-1.4pp | 182.05%-180.8pp | 4.54%-3.3pp |
| Employer contribution / active EE | $154 | $450-65.9% | $1,153-86.7% | $1,882-91.8% |
| Participant deferral / active EE | $939 | $916+2.4% | $1,829-48.7% | $3,022-68.9% |
| Admin fee / account holder | $79 | $305-74.1% | $2,232-96.5% | $592-86.7% |