Filed August 15, 2018
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 | $31,766 |
Service code 27 · EIN 61-1495162 | Advisory (Plan) | $9,588 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,473 | $49,915-77.0% | $154,803-92.6% | $74,304-84.6% |
| Participation rate | 95.1% | 54.0%+41.1pp | 78.1%+17.0pp | 60.3%+34.7pp |
| Annual return | 12.56% | 34.06%-21.5pp | 58.88%-46.3pp | 29.43%-16.9pp |
| Employer contribution / active EE | $718 | $1,611-55.4% | $4,305-83.3% | $2,241-68.0% |
| Participant deferral / active EE | $1,546 | $2,255-31.5% | $5,540-72.1% | $3,767-59.0% |
| Admin fee / account holder | $126 | $2,189-94.2% | $14,329-99.1% | $2,969-95.8% |