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 |
|---|---|---|
MORNINGSTAR5+ years Filed as: MORNING STAR Service code 26 · EIN 36-3297908 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $1,383 |
Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $443 |
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 | $18,340 | $31,679-42.1% | $74,701-75.4% | $65,185-71.9% |
| Participation rate | 47.1% | 40.4%+6.7pp | 54.5%-7.4pp | 70.2%-23.1pp |
| Annual return | 18.90% | 39.04%-20.1pp | 752.92%-734.0pp | 29.38%-10.5pp |
| Employer contribution / active EE | $224 | $566-60.5% | $1,084-79.4% | $2,177-89.7% |
| Participant deferral / active EE | $1,417 | $1,191+19.0% | $1,964-27.8% | $3,514-59.7% |
| Admin fee / account holder | $82 | $379-78.3% | $3,333-97.5% | $847-90.3% |