Filed July 25, 2014
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 | $99,791 |
Service code 49 · EIN 74-2794194 | Other Services | $43,387 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,982 | $100,227+14.7% | $169,993-32.4% | $74,419+54.5% |
| Participation rate | 97.0% | 87.3%+9.7pp | 87.0%+10.0pp | 70.7%+26.3pp |
| Annual return | 20.10% | 66.08%-46.0pp | 53.37%-33.3pp | 34.38%-14.3pp |
| Employer contribution / active EE | $9,660 | $4,263+126.6% | $6,785+42.4% | $2,637+266.3% |
| Participant deferral / active EE | $11,620 | $7,143+62.7% | $10,408+11.6% | $4,528+156.6% |
| Admin fee / account holder | $338 | $234+44.2% | $12,815-97.4% | $348-2.8% |