Filed April 8, 2003 (most recent of 3 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 4-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $25,840 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $453,731 | $131,799+244.3% | $200,582+126.2% | $85,563+430.3% |
| Participation rate | 99.6% | 87.9%+11.7pp | 86.9%+12.7pp | 66.0%+33.6pp |
| Annual return | 14.51% | 21.59%-7.1pp | 42.33%-27.8pp | 31.51%-17.0pp |
| Employer contribution / active EE | $11,268 | $4,532+148.6% | $6,419+75.5% | $2,654+324.6% |
| Participant deferral / active EE | $14,214 | $7,702+84.5% | $9,331+52.3% | $4,375+224.9% |
| Admin fee / account holder | $78 | $235-66.7% | $16,305-99.5% | $834-90.6% |