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 | $32,190 |
LION STREET ADVISORS LLC2 years Filed as: LION STREET ADVISORS Service code 27 · EIN 80-0946231 | Advisory (Plan) | $27,951 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,717 | $86,897-56.6% | $151,611-75.1% | $64,808-41.8% |
| Participation rate | 97.6% | 87.3%+10.4pp | 87.5%+10.1pp | 71.5%+26.2pp |
| Annual return | -16.94% | -3.57%-13.4pp | 3.33%-20.3pp | 32.82%-49.8pp |
| Employer contribution / active EE | $1,141 | $4,010-71.5% | $6,166-81.5% | $2,506-54.5% |
| Participant deferral / active EE | $4,929 | $6,690-26.3% | $8,363-41.1% | $4,310+14.3% |
| Admin fee / account holder | $209 | $153+37.0% | $11,616-98.2% | $188+11.6% |