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 |
|---|---|---|
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 51 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Investment Mgmt Fees | $119,319 |
SENTRY LIFE INSURANCE COMPANY8+ years Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $40,433 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,499 | $95,918+128.8% | $151,611+44.8% | $77,904+181.8% |
| Participation rate | 95.1% | 88.7%+6.4pp | 87.5%+7.6pp | 73.7%+21.5pp |
| Annual return | -5.81% | -5.50%-0.3pp | 3.33%-9.1pp | 12.21%-18.0pp |
| Employer contribution / active EE | $6,472 | $4,330+49.4% | $6,166+5.0% | $2,848+127.3% |
| Participant deferral / active EE | $8,631 | $7,508+15.0% | $8,363+3.2% | $4,806+79.6% |
| Admin fee / account holder | $22 | $93-76.8% | $11,616-99.8% | $133-83.7% |