Filed October 28, 2004
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 9-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 | $35,554 |
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 | $104,377 | $82,202+27.0% | $125,339-16.7% | $64,808+61.1% |
| Participation rate | 97.6% | 77.9%+19.7pp | 82.4%+15.2pp | 71.5%+26.1pp |
| Annual return | -14.88% | 3.48%-18.4pp | 572.05%-586.9pp | 32.82%-47.7pp |
| Employer contribution / active EE | $6,270 | $3,615+73.4% | $4,814+30.3% | $2,506+150.2% |
| Participant deferral / active EE | $7,818 | $7,175+9.0% | $7,446+5.0% | $4,310+81.4% |
| Admin fee / account holder | $96 | $163-41.4% | $10,010-99.0% | $188-49.0% |