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 | $32,368 |
LION STREET ADVISORS LLC3 years Filed as: LION STREET ADVISORS Service code 27 · EIN 80-0842559 | Advisory (Plan) | $28,094 |
MORNINGSTAR2 years 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.
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 | $48,289 | $100,227-51.8% | $169,993-71.6% | $74,419-35.1% |
| Participation rate | 96.1% | 87.3%+8.8pp | 87.0%+9.1pp | 70.7%+25.4pp |
| Annual return | 18.07% | 66.08%-48.0pp | 53.37%-35.3pp | 34.38%-16.3pp |
| Employer contribution / active EE | $1,312 | $4,263-69.2% | $6,785-80.7% | $2,637-50.2% |
| Participant deferral / active EE | $5,191 | $7,143-27.3% | $10,408-50.1% | $4,528+14.6% |
| Admin fee / account holder | $221 | $234-5.8% | $12,815-98.3% | $348-36.5% |