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 |
|---|---|---|
MORNINGSTAR4+ years Filed as: MORNING STAR Service code 26 · EIN 36-3297908 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $1,223 |
Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $467 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,685 | $28,109-44.2% | $71,086-77.9% | $56,287-72.1% |
| Participation rate | 45.9% | 40.4%+5.5pp | 54.7%-8.7pp | 69.9%-24.0pp |
| Annual return | -5.38% | -615.05%+609.7pp | 650.59%-656.0pp | -9.96%+4.6pp |
| Employer contribution / active EE | $217 | $558-61.0% | $1,088-80.0% | $2,111-89.7% |
| Participant deferral / active EE | $1,330 | $1,116+19.2% | $1,874-29.0% | $3,350-60.3% |
| Admin fee / account holder | $79 | $585-86.5% | $3,082-97.4% | $521-84.9% |