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 | $186,722 |
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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,253 | $160,882-38.3% | $200,582-50.5% | $102,872-3.5% |
| Participation rate | 96.5% | 91.2%+5.3pp | 86.9%+9.6pp | 73.0%+23.5pp |
| Annual return | 20.00% | 18.15%+1.8pp | 42.33%-22.3pp | 19.06%+0.9pp |
| Employer contribution / active EE | $5,899 | $5,602+5.3% | $6,419-8.1% | $3,526+67.3% |
| Participant deferral / active EE | $8,453 | $9,300-9.1% | $9,331-9.4% | $5,535+52.7% |
| Admin fee / account holder | $129 | $125+3.8% | $16,305-99.2% | $292-55.7% |