Filed December 10, 2005
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 | $86,422 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,914 | $72,254-18.5% | $86,677-32.0% | $64,808-9.1% |
| Participation rate | 94.5% | 80.4%+14.1pp | 76.6%+17.9pp | 71.5%+23.0pp |
| Annual return | -11.19% | 392.42%-403.6pp | 35.91%-47.1pp | 32.82%-44.0pp |
| Employer contribution / active EE | $4,135 | $2,393+72.8% | $2,836+45.8% | $2,506+65.0% |
| Participant deferral / active EE | $3,980 | $4,658-14.6% | $4,656-14.5% | $4,310-7.7% |
| Admin fee / account holder | $194 | $174+11.4% | $7,493-97.4% | $188+3.2% |