Filed August 22, 1
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 |
|---|---|---|
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $1,566 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $348 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,203 | $77,813-54.8% | $123,544-71.5% | $64,186-45.2% |
| Participation rate | 59.2% | 74.7%-15.5pp | 82.3%-23.1pp | 69.6%-10.4pp |
| Annual return | -3.79% | 12.48%-16.3pp | 119.20%-123.0pp | 7.63%-11.4pp |
| Employer contribution / active EE | $729 | $3,014-75.8% | $4,628-84.2% | $2,381-69.4% |
| Participant deferral / active EE | $5,477 | $5,240+4.5% | $6,426-14.8% | $3,470+57.9% |
| Admin fee / account holder | $23 | $5,519-99.6% | $9,284-99.7% | $4,888-99.5% |