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 | $88,867 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $81,287 | $88,890-8.6% | $102,423-20.6% | $77,643+4.7% |
| Participation rate | 93.5% | 80.9%+12.6pp | 76.5%+17.0pp | 70.6%+22.9pp |
| Annual return | 11.51% | 24.98%-13.5pp | 29.32%-17.8pp | 31.24%-19.7pp |
| Employer contribution / active EE | $4,604 | $2,698+70.7% | $3,023+52.3% | $2,726+68.9% |
| Participant deferral / active EE | $4,620 | $5,145-10.2% | $5,053-8.6% | $4,647-0.6% |
| Admin fee / account holder | $214 | $235-9.0% | $9,451-97.7% | $430-50.2% |