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 | $83,674 |
MORNINGSTAR3 years 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 | $194,332 | $79,171+145.5% | $102,423+89.7% | $74,495+160.9% |
| Participation rate | 93.5% | 74.8%+18.7pp | 76.5%+17.0pp | 67.2%+26.3pp |
| Annual return | 19.19% | 54.93%-35.7pp | 29.32%-10.1pp | 1364.94%-1345.8pp |
| Employer contribution / active EE | $2,461 | $2,362+4.2% | $3,023-18.6% | $2,623-6.2% |
| Participant deferral / active EE | $7,539 | $4,415+70.7% | $5,053+49.2% | $4,346+73.5% |
| Admin fee / account holder | $245 | $2,001-87.7% | $9,451-97.4% | $1,942-87.4% |