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 |
|---|---|---|
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 51 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Investment Mgmt Fees | $130,221 |
SENTRY LIFE INSURANCE COMPANY9+ years Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $44,820 |
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 | $239,443 | $112,686+112.5% | $169,993+40.9% | $80,160+198.7% |
| Participation rate | 94.6% | 87.4%+7.3pp | 87.0%+7.6pp | 72.9%+21.7pp |
| Annual return | 12.64% | 67.04%-54.4pp | 53.37%-40.7pp | 40.38%-27.7pp |
| Employer contribution / active EE | $6,815 | $4,481+52.1% | $6,785+0.4% | $2,978+128.9% |
| Participant deferral / active EE | $9,094 | $7,876+15.5% | $10,408-12.6% | $5,017+81.2% |
| Admin fee / account holder | $23 | $99-76.6% | $12,815-99.8% | $145-84.0% |