Filed January 3, 2011 (most recent of 4 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 |
|---|---|---|
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 51 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Investment Mgmt Fees | $143,912 |
SENTRY LIFE INSURANCE COMPANY10+ years Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $34,528 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,048 | $122,693+107.1% | $184,203+37.9% | $199,593+27.3% |
| Participation rate | 94.2% | 86.8%+7.4pp | 86.8%+7.4pp | 72.0%+22.2pp |
| Annual return | 10.05% | 143.91%-133.9pp | 28.81%-18.8pp | 34.25%-24.2pp |
| Employer contribution / active EE | $7,060 | $4,584+54.0% | $6,427+9.8% | $3,034+132.7% |
| Participant deferral / active EE | $9,281 | $7,990+16.2% | $9,131+1.6% | $5,087+82.4% |
| Admin fee / account holder | $23 | $121-80.6% | $13,901-99.8% | $269-91.3% |