Filed August 6, 2008
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 9-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 | $49,247 |
IMA WEALTH INC1 year Filed as: IMA ADVISORY SERVICES, INC. Service code 27 · EIN 48-1233289 | Advisory (Plan) | $45,318 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,281 | $106,028-63.0% | $146,958-73.3% | $77,643-49.4% |
| Participation rate | 94.7% | 78.4%+16.3pp | 82.2%+12.5pp | 70.6%+24.1pp |
| Annual return | 18.74% | 56.73%-38.0pp | 418.34%-399.6pp | 31.24%-12.5pp |
| Employer contribution / active EE | $3,111 | $4,063-23.4% | $4,933-36.9% | $2,726+14.1% |
| Participant deferral / active EE | $5,817 | $7,990-27.2% | $8,070-27.9% | $4,647+25.2% |
| Admin fee / account holder | $152 | $337-55.0% | $12,998-98.8% | $430-64.7% |