Filed January 15, 2006
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 | $32,271 |
Service code 49 · EIN 36-3325488 | Other Services | $1,630 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,034 | $63,299+1.2% | $91,001-29.6% | $62,292+2.8% |
| Participation rate | 46.5% | 73.3%-26.8pp | 75.6%-29.1pp | 69.5%-23.0pp |
| Annual return | 15.02% | 20.99%-6.0pp | 4.60%+10.4pp | 28.90%-13.9pp |
| Employer contribution / active EE | $1,042 | $1,807-42.3% | $2,456-57.6% | $2,042-49.0% |
| Participant deferral / active EE | $1,782 | $2,943-39.4% | $3,547-49.8% | $3,169-43.8% |
| Admin fee / account holder | $265 | $468-43.4% | $5,417-95.1% | $479-44.8% |