Filed November 18, 1992
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 | $160,898 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,261 | $61,756-42.9% | $70,092-49.7% | $77,904-54.7% |
| Participation rate | 94.3% | 79.9%+14.4pp | 70.5%+23.8pp | 73.7%+20.6pp |
| Annual return | -13.89% | -11.86%-2.0pp | 190.73%-204.6pp | 12.21%-26.1pp |
| Employer contribution / active EE | $1,199 | $2,706-55.7% | $2,559-53.2% | $2,848-57.9% |
| Participant deferral / active EE | $3,545 | $3,977-10.9% | $3,849-7.9% | $4,806-26.2% |
| Admin fee / account holder | $78 | $101-22.9% | $6,267-98.8% | $133-41.1% |