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 | $86,892 |
MORNINGSTAR2 years 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 auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,010 | $99,078-25.3% | $96,544-23.3% | $74,419-0.5% |
| Participation rate | 87.3% | 80.7%+6.6pp | 76.0%+11.3pp | 70.7%+16.6pp |
| Annual return | 15.39% | 22.48%-7.1pp | 25.84%-10.5pp | 34.38%-19.0pp |
| Employer contribution / active EE | $4,154 | $2,570+61.6% | $2,965+40.1% | $2,637+57.5% |
| Participant deferral / active EE | $3,966 | $4,933-19.6% | $4,851-18.2% | $4,528-12.4% |
| Admin fee / account holder | $211 | $225-6.1% | $8,252-97.4% | $348-39.4% |