Filed June 1, 2010
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 | $89,112 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $195,577 | $72,254+170.7% | $86,677+125.6% | $64,808+201.8% |
| Participation rate | 90.5% | 80.4%+10.1pp | 76.6%+14.0pp | 71.5%+19.1pp |
| Annual return | -3.19% | 392.42%-395.6pp | 35.91%-39.1pp | 32.82%-36.0pp |
| Employer contribution / active EE | $1,693 | $2,393-29.3% | $2,836-40.3% | $2,506-32.4% |
| Participant deferral / active EE | $6,517 | $4,658+39.9% | $4,656+40.0% | $4,310+51.2% |
| Admin fee / account holder | $264 | $174+51.9% | $7,493-96.5% | $188+40.7% |