Filed October 6, 2010
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 26 · EIN 71-0294708 | Advisory (Participants) | $42,757 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 10 · EIN 36-4317381 | Accounting | $21,149 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,568 | $65,708-21.5% | $76,817-32.9% | $77,787-33.7% |
| Participation rate | 96.2% | 79.0%+17.2pp | 72.1%+24.1pp | 73.2%+23.0pp |
| Annual return | 18.08% | 49.86%-31.8pp | 1166.11%-1148.0pp | 32.57%-14.5pp |
| Employer contribution / active EE | $2,586 | $2,167+19.3% | $2,302+12.3% | $2,504+3.3% |
| Participant deferral / active EE | $2,624 | $3,254-19.3% | $3,336-21.3% | $3,967-33.9% |
| Admin fee / account holder | $55 | $91-39.4% | $6,420-99.1% | $100-45.0% |