Filed February 28, 2006 (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 | $224,063 |
MORNINGSTAR2 years 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 | $32,833 | $50,127-34.5% | $149,673-78.1% | $80,160-59.0% |
| Participation rate | 93.0% | 64.3%+28.7pp | 78.8%+14.3pp | 72.9%+20.1pp |
| Annual return | 15.46% | 29.82%-14.4pp | 134.42%-119.0pp | 40.38%-24.9pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $4,818-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $3,415 | $3,194+6.9% | $5,680-39.9% | $5,017-31.9% |
| Admin fee / account holder | $98 | $153-36.1% | $13,210-99.3% | $145-32.7% |