Filed July 27, 2006 (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 |
|---|---|---|
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: VOYA INSTITUTIONAL TRUST Service code 21 · EIN 43-1971558 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,257 | $71,802-63.4% | $133,980-80.4% | $57,658-54.5% |
| Participation rate | 68.0% | 85.5%-17.5pp | 87.1%-19.1pp | 70.2%-2.2pp |
| Annual return | 11.88% | 13.51%-1.6pp | 29.30%-17.4pp | 5.13%+6.8pp |
| Employer contribution / active EE | $1,479 | $3,161-53.2% | $5,211-71.6% | $1,974-25.1% |
| Participant deferral / active EE | $2,917 | $4,606-36.7% | $6,282-53.6% | $3,061-4.7% |
| Admin fee / account holder | $21 | $88-76.2% | $9,324-99.8% | $95-77.9% |