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 | $55,798 |
MORNINGSTAR4 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 | $143,208 | $119,446+19.9% | $150,045-4.6% | $85,563+67.4% |
| Participation rate | 99.2% | 75.4%+23.8pp | 82.3%+16.9pp | 66.0%+33.2pp |
| Annual return | 17.71% | 23.72%-6.0pp | 62.55%-44.8pp | 31.51%-13.8pp |
| Employer contribution / active EE | $7,176 | $4,078+76.0% | $4,693+52.9% | $2,654+170.4% |
| Participant deferral / active EE | $8,940 | $7,985+12.0% | $7,997+11.8% | $4,375+104.3% |
| Admin fee / account holder | $127 | $548-76.9% | $13,435-99.1% | $834-84.8% |