Filed June 15, 2004
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 | $258,102 |
ARGENT TRUST COMPANY11+ years Service code 13 · EIN 62-1437218 | Contract Administrator | $204,215 |
Filed as: MANAGEMENT PLANNING, INC Service code 13 · EIN 21-0646362 | Contract Administrator | $41,805 |
MORNINGSTAR3 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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,986 | $117,739-21.0% | $88,946+4.5% | $117,739-21.0% |
| Participation rate | 45.7% | 76.6%-30.9pp | 68.8%-23.2pp | 76.6%-30.9pp |
| Annual return | 15.65% | 17.29%-1.6pp | 57.82%-42.2pp | 17.29%-1.6pp |
| Employer contribution / active EE | $1,431 | $3,746-61.8% | $2,555-44.0% | $3,746-61.8% |
| Participant deferral / active EE | $2,751 | $6,128-55.1% | $4,581-39.9% | $6,128-55.1% |
| Admin fee / account holder | $100 | $112-10.9% | $8,261-98.8% | $112-10.9% |