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 |
|---|---|---|
MORNINGSTAR3+ years Filed as: MORNING STAR Service code 26 · EIN 36-3297908 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $1,037 |
Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,115 | $31,388-48.7% | $73,545-78.1% | $62,292-74.1% |
| Participation rate | 43.1% | 39.9%+3.3pp | 54.9%-11.8pp | 69.5%-26.4pp |
| Annual return | 11.45% | 25.34%-13.9pp | -15.16%+26.6pp | 28.90%-17.4pp |
| Employer contribution / active EE | $188 | $498-62.3% | $1,219-84.6% | $2,042-90.8% |
| Participant deferral / active EE | $1,136 | $1,028+10.5% | $1,806-37.1% | $3,169-64.2% |
| Admin fee / account holder | $88 | $299-70.5% | $2,320-96.2% | $479-81.6% |