Filed October 18, 2004
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 |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $0 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
WUNDERLICH SECURITIES, INC.2+ years Service code 26 · EIN 62-1518255 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,922 | $74,089+38.9% | $133,980-23.2% | $55,167+86.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 8.25% | 12.11%-3.9pp | 29.30%-21.0pp | 169.23%-161.0pp |
| Employer contribution / active EE | $1,658 | $3,064-45.9% | $5,211-68.2% | $1,963-15.5% |
| Participant deferral / active EE | $1,613 | $4,678-65.5% | $6,282-74.3% | $3,054-47.2% |
| Admin fee / account holder | $5 | $458-99.0% | $9,324-100.0% | $504-99.1% |