Filed July 11, 1996 (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 |
|---|---|---|
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,590 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,502 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,509 | $73,004+88.4% | $90,749+51.5% | $68,494+100.8% |
| Participation rate | 90.5% | 70.8%+19.7pp | 75.7%+14.8pp | 67.9%+22.6pp |
| Annual return | -12.43% | -13.81%+1.4pp | -12.16%-0.3pp | -7.84%-4.6pp |
| Employer contribution / active EE | $3,314 | $2,193+51.1% | $2,921+13.5% | $2,596+27.6% |
| Participant deferral / active EE | $4,694 | $3,627+29.4% | $4,564+2.8% | $4,027+16.6% |
| Admin fee / account holder | $90 | $5,896-98.5% | $8,445-98.9% | $5,403-98.3% |