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 | $110,543 |
MORNINGSTAR2 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 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,192 | $112,686-46.6% | $169,993-64.6% | $80,160-24.9% |
| Participation rate | 96.8% | 87.4%+9.4pp | 87.0%+9.8pp | 72.9%+23.8pp |
| Annual return | 16.93% | 67.04%-50.1pp | 53.37%-36.4pp | 40.38%-23.5pp |
| Employer contribution / active EE | $1 | $4,481-100.0% | $6,785-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $6,494 | $7,876-17.6% | $10,408-37.6% | $5,017+29.4% |
| Admin fee / account holder | $43 | $99-56.4% | $12,815-99.7% | $145-70.2% |