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 |
|---|---|---|
MORNINGSTAR8+ years Filed as: MORNING STAR Service code 26 · EIN 36-3297908 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $0 |
PARK AVENUE SECURITIES LLC2 years Filed as: PARK AVENUE SECURITIES, LLC Service code 99 · EIN 13-4023176 PO BOX 990067 · HARTFORD, CT 061990067 | Other Fees | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,011 | $26,549-20.9% | $61,373-65.8% | $66,914-68.6% |
| Participation rate | 51.9% | 38.1%+13.8pp | 52.6%-0.6pp | 69.8%-17.9pp |
| Annual return | -13.28% | -16.21%+2.9pp | 338.61%-351.9pp | 1.58%-14.9pp |
| Employer contribution / active EE | $250 | $651-61.6% | $1,159-78.4% | $2,544-90.2% |
| Participant deferral / active EE | $1,591 | $1,338+18.9% | $2,125-25.1% | $4,237-62.4% |
| Admin fee / account holder | $76 | $409-81.5% | $2,130-96.4% | $593-87.2% |