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 COMPANY10+ years Service code 13 · EIN 62-1437218 | Contract Administrator | $235,237 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $152,549 |
MPI1 year Service code 13 · EIN 21-0646362 | Contract Administrator | $40,505 |
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 |
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 | $87,086 | $41,510+109.8% | $84,966+2.5% | $99,062-12.1% |
| Participation rate | 49.5% | 35.3%+14.2pp | 67.5%-18.0pp | 71.6%-22.1pp |
| Annual return | 13.42% | 17.38%-4.0pp | 66.38%-53.0pp | 17.66%-4.2pp |
| Employer contribution / active EE | $1,465 | $1,137+28.8% | $2,727-46.3% | $3,262-55.1% |
| Participant deferral / active EE | $2,824 | $2,246+25.7% | $4,519-37.5% | $5,331-47.0% |
| Admin fee / account holder | $84 | $175-52.1% | $6,149-98.6% | $109-23.0% |