Filed July 10, 2006 (most recent of 2 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $161,696 |
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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,129 | $122,693-29.8% | $184,203-53.2% | $199,593-56.8% |
| Participation rate | 97.2% | 86.8%+10.5pp | 86.8%+10.4pp | 72.0%+25.3pp |
| Annual return | 17.33% | 143.91%-126.6pp | 28.81%-11.5pp | 34.25%-16.9pp |
| Employer contribution / active EE | $5,657 | $4,584+23.4% | $6,427-12.0% | $3,034+86.4% |
| Participant deferral / active EE | $8,054 | $7,990+0.8% | $9,131-11.8% | $5,087+58.3% |
| Admin fee / account holder | $119 | $121-1.3% | $13,901-99.1% | $269-55.8% |