Filed February 27, 2013 (most recent of 2 filings on file)
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 | $96,112 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,475 | $66,457+13.6% | $81,382-7.3% | $77,643-2.8% |
| Participation rate | 99.3% | 68.7%+30.6pp | 69.5%+29.8pp | 70.6%+28.8pp |
| Annual return | 13.00% | 15.93%-2.9pp | 24.73%-11.7pp | 31.24%-18.2pp |
| Employer contribution / active EE | $4,851 | $2,159+124.6% | $2,463+97.0% | $2,726+78.0% |
| Participant deferral / active EE | $8,411 | $3,679+128.6% | $3,883+116.6% | $4,647+81.0% |
| Admin fee / account holder | $217 | $583-62.7% | $5,768-96.2% | $430-49.5% |