Filed September 1, 2016
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 26 · EIN 71-0294708 PO BOX 90067 · HARTFORD, CT 061990067 | Advisory (Participants) | $750 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 LLC · CHICAGO, IL 60602 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,702 | $60,795-13.3% | $69,455-24.1% | $65,185-19.2% |
| Participation rate | 61.7% | 74.9%-13.2pp | 74.6%-12.9pp | 70.2%-8.5pp |
| Annual return | 38.49% | 17.46%+21.0pp | 28.97%+9.5pp | 29.38%+9.1pp |
| Employer contribution / active EE | $1,788 | $2,452-27.1% | $2,779-35.7% | $2,177-17.9% |
| Participant deferral / active EE | $4,771 | $3,162+50.9% | $3,535+34.9% | $3,514+35.8% |
| Admin fee / account holder | $44 | $314-86.0% | $3,839-98.9% | $847-94.8% |