Filed June 18, 2010 (most recent of 4 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $124,124 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,202 | $160,882-48.3% | $200,582-58.5% | $102,872-19.1% |
| Participation rate | 86.3% | 91.2%-4.8pp | 86.9%-0.6pp | 73.0%+13.3pp |
| Annual return | 21.85% | 18.15%+3.7pp | 42.33%-20.5pp | 19.06%+2.8pp |
| Employer contribution / active EE | $0 | $5,602-100.0% | $6,419-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $6,366 | $9,300-31.6% | $9,331-31.8% | $5,535+15.0% |
| Admin fee / account holder | $49 | $125-60.4% | $16,305-99.7% | $292-83.1% |