Filed October 18, 2004
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 | $22,722 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 | Advisory (Participants) | $0 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $95,120 | $56,317+68.9% | $71,209+33.6% | $74,304+28.0% |
| Participation rate | 87.3% | 55.1%+32.2pp | 73.8%+13.5pp | 60.3%+27.0pp |
| Annual return | 14.18% | 42.83%-28.7pp | 282.51%-268.3pp | 29.43%-15.3pp |
| Employer contribution / active EE | $5,282 | $2,160+144.5% | $2,721+94.1% | $2,241+135.7% |
| Participant deferral / active EE | $10,996 | $2,788+294.4% | $4,175+163.4% | $3,767+191.9% |
| Admin fee / account holder | $95 | $2,290-95.8% | $5,349-98.2% | $2,969-96.8% |