Filed February 25, 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 | $34,674 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | 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 | $140,192 | $153,281-8.5% | $93,789+49.5% | $77,904+80.0% |
| Participation rate | 96.7% | 92.2%+4.5pp | 81.0%+15.8pp | 73.7%+23.0pp |
| Annual return | 19.33% | -5.55%+24.9pp | -11.33%+30.7pp | 12.21%+7.1pp |
| Employer contribution / active EE | $3,194 | $5,690-43.9% | $4,323-26.1% | $2,848+12.2% |
| Participant deferral / active EE | $6,499 | $9,364-30.6% | $6,094+6.6% | $4,806+35.2% |
| Admin fee / account holder | $31 | $114-72.8% | $7,195-99.6% | $133-76.5% |