Filed November 30, 2012
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 | $34,301 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $76,995 | $49,693+54.9% | $70,515+9.2% | $74,419+3.5% |
| Participation rate | 87.7% | 64.7%+23.0pp | 68.3%+19.4pp | 70.7%+17.0pp |
| Annual return | 19.43% | 21.22%-1.8pp | 32.77%-13.3pp | 34.38%-15.0pp |
| Employer contribution / active EE | $2,167 | $1,773+22.2% | $2,973-27.1% | $2,637-17.8% |
| Participant deferral / active EE | $5,108 | $3,376+51.3% | $4,567+11.8% | $4,528+12.8% |
| Admin fee / account holder | $112 | $316-64.4% | $6,412-98.2% | $348-67.7% |