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 | $124,809 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,734 | $53,136-51.6% | $155,509-83.5% | $199,593-87.1% |
| Participation rate | 84.9% | 64.1%+20.8pp | 78.2%+6.7pp | 72.0%+12.9pp |
| Annual return | 10.74% | 41.15%-30.4pp | 64.67%-53.9pp | 34.25%-23.5pp |
| Employer contribution / active EE | $3,224 | $1,851+74.2% | $4,672-31.0% | $3,034+6.3% |
| Participant deferral / active EE | $0 | $3,161-100.0% | $5,626-100.0% | $5,087-100.0% |
| Admin fee / account holder | $68 | $185-63.5% | $15,912-99.6% | $269-74.8% |