Filed October 12, 2016
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $215,474 |
Service code 99 · EIN 23-2748550 | Other Fees | $50,000 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $14,413 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,343 | $56,503+26.3% | $70,092+1.8% | $64,808+10.1% |
| Participation rate | 94.1% | 70.5%+23.6pp | 70.5%+23.6pp | 71.5%+22.6pp |
| Annual return | -14.94% | -13.44%-1.5pp | 190.73%-205.7pp | 32.82%-47.8pp |
| Employer contribution / active EE | $1,871 | $2,046-8.5% | $2,559-26.9% | $2,506-25.3% |
| Participant deferral / active EE | $5,028 | $3,389+48.4% | $3,849+30.7% | $4,310+16.7% |
| Admin fee / account holder | $234 | $160+46.2% | $6,267-96.3% | $188+24.8% |