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 | $112,447 |
Service code 49 · EIN 74-2794194 | Other Services | $40,247 |
MORNINGSTAR3 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 | $135,662 | $202,156-32.9% | $184,203-26.4% | - |
| Participation rate | 97.6% | 85.7%+11.9pp | 86.8%+10.8pp | - |
| Annual return | 14.45% | 6.91%+7.5pp | 28.81%-14.4pp | - |
| Employer contribution / active EE | $10,753 | $4,387+145.1% | $6,427+67.3% | - |
| Participant deferral / active EE | $13,664 | $6,520+109.6% | $9,131+49.6% | - |
| Admin fee / account holder | $388 | $12,473-96.9% | $13,901-97.2% | - |