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 |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 51 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Investment Mgmt Fees | $97,905 |
SENTRY LIFE INSURANCE COMPANY6+ years Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $38,681 |
Annual investment return 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 | $230,937 | $110,699+108.6% | $177,821+29.9% | $90,288+155.8% |
| Participation rate | 95.9% | 88.3%+7.6pp | 87.7%+8.2pp | 73.4%+22.5pp |
| Annual return | 10.67% | 22.79%-12.1pp | 48.32%-37.6pp | 53.97%-43.3pp |
| Employer contribution / active EE | $6,110 | $4,118+48.4% | $5,918+3.2% | $2,524+142.1% |
| Participant deferral / active EE | $8,482 | $6,731+26.0% | $7,714+10.0% | $4,232+100.4% |
| Admin fee / account holder | $20 | $90-78.0% | $12,427-99.8% | $114-82.6% |