Filed October 16, 2018 (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 | $83,717 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,130 | $131,799-9.6% | $200,582-40.6% | $85,563+39.2% |
| Participation rate | 99.2% | 87.9%+11.3pp | 86.9%+12.3pp | 66.0%+33.3pp |
| Annual return | 17.05% | 21.59%-4.5pp | 42.33%-25.3pp | 31.51%-14.5pp |
| Employer contribution / active EE | $6,465 | $4,532+42.6% | $6,419+0.7% | $2,654+143.6% |
| Participant deferral / active EE | $6,648 | $7,702-13.7% | $9,331-28.8% | $4,375+51.9% |
| Admin fee / account holder | $139 | $235-40.7% | $16,305-99.1% | $834-83.3% |