Filed November 9, 2005 (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 15 · EIN 04-1590850 | Recordkeeping | $1,214 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $15 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,689 | $47,078+69.3% | $100,671-20.8% | $55,191+44.4% |
| Participation rate | 43.1% | 58.0%-14.9pp | 70.7%-27.6pp | 69.2%-26.0pp |
| Annual return | 0.13% | 0.65%-0.5pp | 20.43%-20.3pp | 10.78%-10.6pp |
| Employer contribution / active EE | $1,079 | $1,065+1.3% | $4,012-73.1% | $1,899-43.2% |
| Participant deferral / active EE | $2,194 | $2,038+7.7% | $3,144-30.2% | $3,046-28.0% |
| Admin fee / account holder | $4 | $153-97.6% | $4,850-99.9% | $91-95.9% |