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 | $35,969 |
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 | $125,402 | $95,274+31.6% | $135,903-7.7% | $74,419+68.5% |
| Participation rate | 95.9% | 78.2%+17.8pp | 81.9%+14.0pp | 70.7%+25.2pp |
| Annual return | 20.80% | 32.77%-12.0pp | 68.23%-47.4pp | 34.38%-13.6pp |
| Employer contribution / active EE | $6,632 | $3,874+71.2% | $4,856+36.6% | $2,637+151.4% |
| Participant deferral / active EE | $8,149 | $7,782+4.7% | $7,758+5.0% | $4,528+80.0% |
| Admin fee / account holder | $92 | $266-65.3% | $10,762-99.1% | $348-73.5% |