Filed August 2, 2007 (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 | $76,263 |
Service code 49 · EIN 74-2794194 | Other Services | $27,640 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,149 | $101,317+15.6% | $146,958-20.3% | $74,495+57.3% |
| Participation rate | 94.7% | 75.5%+19.2pp | 82.2%+12.6pp | 67.2%+27.5pp |
| Annual return | 10.23% | 8730.91%-8720.7pp | 418.34%-408.1pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $7,066 | $3,810+85.4% | $4,933+43.2% | $2,623+169.4% |
| Participant deferral / active EE | $7,805 | $7,303+6.9% | $8,070-3.3% | $4,346+79.6% |
| Admin fee / account holder | $522 | $1,739-70.0% | $12,998-96.0% | $1,942-73.1% |