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 |
|---|---|---|
MORNINGSTAR6+ years Filed as: MORNING STAR Service code 26 · EIN 36-3297908 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $1,358 |
Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $440 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,264 | $35,986-38.1% | $77,482-71.3% | $73,488-69.7% |
| Participation rate | 48.5% | 40.8%+7.7pp | 54.2%-5.7pp | 70.7%-22.2pp |
| Annual return | 15.01% | 19.26%-4.2pp | 54.79%-39.8pp | 28.51%-13.5pp |
| Employer contribution / active EE | $212 | $557-62.0% | $986-78.5% | $2,270-90.7% |
| Participant deferral / active EE | $1,307 | $1,198+9.1% | $1,861-29.8% | $3,740-65.1% |
| Admin fee / account holder | $146 | $466-68.7% | $2,858-94.9% | $513-71.6% |