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 | $18,019 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,451 | $44,764+1.5% | $68,791-33.9% | $64,808-29.9% |
| Participation rate | 43.8% | 64.8%-21.0pp | 69.0%-25.2pp | 71.5%-27.7pp |
| Annual return | -15.48% | -10.91%-4.6pp | -6.38%-9.1pp | 32.82%-48.3pp |
| Employer contribution / active EE | $122 | $1,775-93.1% | $2,655-95.4% | $2,506-95.1% |
| Participant deferral / active EE | $2,242 | $3,238-30.8% | $3,941-43.1% | $4,310-48.0% |
| Admin fee / account holder | $74 | $151-50.8% | $4,932-98.5% | $188-60.4% |