Filed July 28, 2006
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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,869 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 64 | Recordkeeping Fees | $29 |
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 | $84,078 | $47,898+75.5% | $117,472-28.4% | $64,808+29.7% |
| Participation rate | 18.8% | 61.9%-43.1pp | 70.6%-51.8pp | 71.5%-52.7pp |
| Annual return | -14.63% | -15.54%+0.9pp | 29.74%-44.4pp | 32.82%-47.4pp |
| Employer contribution / active EE | $477 | $1,774-73.1% | $4,176-88.6% | $2,506-81.0% |
| Participant deferral / active EE | $1,227 | $3,151-61.0% | $4,070-69.8% | $4,310-71.5% |
| Admin fee / account holder | $124 | $132-6.0% | $5,645-97.8% | $188-34.0% |