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 |
|---|---|---|
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $20,794 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $6,037 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,841 | $61,473-4.3% | $81,930-28.2% | $73,409-19.8% |
| Participation rate | 97.6% | 72.4%+25.2pp | 72.0%+25.6pp | 72.2%+25.4pp |
| Annual return | 11.26% | 28.26%-17.0pp | 29.49%-18.2pp | 59.29%-48.0pp |
| Employer contribution / active EE | $2,731 | $1,898+43.9% | $4,310-36.6% | $2,234+22.3% |
| Participant deferral / active EE | $2,833 | $3,080-8.0% | $7,107-60.1% | $3,805-25.6% |
| Admin fee / account holder | $62 | $125-50.9% | $5,158-98.8% | $158-60.9% |