Filed August 14, 2007 (most recent of 3 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 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $345,828 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 22 W. WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,919 | $53,136+10.9% | $155,509-62.1% | $199,593-70.5% |
| Participation rate | 94.8% | 64.1%+30.8pp | 78.2%+16.6pp | 72.0%+22.9pp |
| Annual return | 14.30% | 41.15%-26.8pp | 64.67%-50.4pp | 34.25%-19.9pp |
| Employer contribution / active EE | $1,784 | $1,851-3.6% | $4,672-61.8% | $3,034-41.2% |
| Participant deferral / active EE | $5,518 | $3,161+74.6% | $5,626-1.9% | $5,087+8.5% |
| Admin fee / account holder | $70 | $185-62.1% | $15,912-99.6% | $269-73.9% |