Filed July 16, 2003
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 | $158,094 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,675 | $53,136+36.8% | $155,509-53.3% | $199,593-63.6% |
| Participation rate | 89.6% | 64.1%+25.5pp | 78.2%+11.4pp | 72.0%+17.6pp |
| Annual return | 12.64% | 41.15%-28.5pp | 64.67%-52.0pp | 34.25%-21.6pp |
| Employer contribution / active EE | $1,492 | $1,851-19.4% | $4,672-68.1% | $3,034-50.8% |
| Participant deferral / active EE | $4,873 | $3,161+54.2% | $5,626-13.4% | $5,087-4.2% |
| Admin fee / account holder | $82 | $185-55.5% | $15,912-99.5% | $269-69.3% |