Filed September 6, 2011
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 | $29,964 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,286 | $55,415-68.8% | $155,509-88.9% | $74,495-76.8% |
| Participation rate | 93.5% | 61.9%+31.6pp | 78.2%+15.3pp | 67.2%+26.3pp |
| Annual return | 22.51% | 268.50%-246.0pp | 64.67%-42.2pp | 1364.94%-1342.4pp |
| Employer contribution / active EE | $915 | $2,267-59.7% | $4,672-80.4% | $2,623-65.1% |
| Participant deferral / active EE | $2,048 | $2,836-27.8% | $5,626-63.6% | $4,346-52.9% |
| Admin fee / account holder | $166 | $1,738-90.4% | $15,912-99.0% | $1,942-91.4% |