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 | $46,741 |
MORNINGSTAR3 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 | $133,448 | $106,028+25.9% | $146,958-9.2% | $77,643+71.9% |
| Participation rate | 94.5% | 78.4%+16.2pp | 82.2%+12.4pp | 70.6%+23.9pp |
| Annual return | 16.20% | 56.73%-40.5pp | 418.34%-402.1pp | 31.24%-15.0pp |
| Employer contribution / active EE | $6,562 | $4,063+61.5% | $4,933+33.0% | $2,726+140.7% |
| Participant deferral / active EE | $8,156 | $7,990+2.1% | $8,070+1.1% | $4,647+75.5% |
| Admin fee / account holder | $115 | $337-66.0% | $12,998-99.1% | $430-73.3% |