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 | $34,695 |
MORNINGSTAR3 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 | $79,650 | $55,416+43.7% | $75,972+4.8% | $77,643+2.6% |
| Participation rate | 92.5% | 63.6%+28.9pp | 69.1%+23.4pp | 70.6%+21.9pp |
| Annual return | 14.46% | 17.07%-2.6pp | 359.55%-345.1pp | 31.24%-16.8pp |
| Employer contribution / active EE | $2,947 | $1,788+64.9% | $2,685+9.8% | $2,726+8.1% |
| Participant deferral / active EE | $5,380 | $3,447+56.1% | $4,255+26.4% | $4,647+15.8% |
| Admin fee / account holder | $113 | $414-72.7% | $6,467-98.3% | $430-73.7% |