Filed December 31, 1996
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 | $68,662 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,164 | $82,202+144.7% | $125,339+60.5% | $64,808+210.4% |
| Participation rate | 69.5% | 77.9%-8.3pp | 82.4%-12.8pp | 71.5%-1.9pp |
| Annual return | -14.85% | 3.48%-18.3pp | 572.05%-586.9pp | 32.82%-47.7pp |
| Employer contribution / active EE | $4,075 | $3,615+12.7% | $4,814-15.3% | $2,506+62.6% |
| Participant deferral / active EE | $6,281 | $7,175-12.5% | $7,446-15.6% | $4,310+45.7% |
| Admin fee / account holder | $10 | $163-93.6% | $10,010-99.9% | $188-94.5% |