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 |
|---|---|---|
ARGENT TRUST COMPANY9+ years Service code 13 · EIN 62-1437218 | Contract Administrator | $160,972 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $150,439 |
MANAGEMENT PLANNING, INC.2 years Filed as: MANAGEMENT PLANNING INC Service code 13 · EIN 21-0646362 | Contract Administrator | $42,974 |
MORNINGSTAR1 year 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 | $78,707 | $36,020+118.5% | $80,569-2.3% | $103,482-23.9% |
| Participation rate | 48.3% | 38.5%+9.8pp | 67.0%-18.7pp | 73.3%-24.9pp |
| Annual return | 20.76% | 63.68%-42.9pp | 935.43%-914.7pp | 33.11%-12.4pp |
| Employer contribution / active EE | $1,309 | $998+31.2% | $2,723-51.9% | $3,208-59.2% |
| Participant deferral / active EE | $2,498 | $2,343+6.7% | $4,447-43.8% | $5,207-52.0% |
| Admin fee / account holder | $69 | $472-85.3% | $5,377-98.7% | $114-39.1% |