Filed December 31, 1992
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 | $16,141 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,128 | $130,194-39.2% | $169,993-53.5% | $71,457+10.7% |
| Participation rate | 81.2% | 86.1%-4.9pp | 87.0%-5.8pp | 67.9%+13.3pp |
| Annual return | 15.88% | 20.37%-4.5pp | 53.37%-37.5pp | 28.85%-13.0pp |
| Employer contribution / active EE | $1,700 | $4,381-61.2% | $6,785-74.9% | $2,588-34.3% |
| Participant deferral / active EE | $3,598 | $6,923-48.0% | $10,408-65.4% | $4,289-16.1% |
| Admin fee / account holder | $368 | $966-61.9% | $12,815-97.1% | $1,587-76.8% |