Filed October 18, 2004 (most recent of 2 filings on file)
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 | $22,974 |
CMFG LIFE INSURANCE COMPANY7+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $20,032 |
LION STREET ADVISORS LLC1 year Filed as: LION STREET ADVISORS Service code 27 · EIN 80-0946231 | Advisory (Plan) | $12,135 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,370 | $111,491-61.1% | $189,513-77.1% | $86,799-50.0% |
| Participation rate | 98.9% | 87.3%+11.5pp | 87.8%+11.0pp | 72.3%+26.6pp |
| Annual return | 12.74% | 83.50%-70.8pp | 555.15%-542.4pp | 97.91%-85.2pp |
| Employer contribution / active EE | $0 | $3,951-100.0% | $6,162-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $3,684 | $6,437-42.8% | $8,221-55.2% | $4,131-10.8% |
| Admin fee / account holder | $194 | $189+2.6% | $12,045-98.4% | $170+14.2% |