Filed January 8, 2014 (most recent of 3 filings on file)
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 | $5,063 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $53,472 | $72,254-26.0% | $86,677-38.3% | $64,808-17.5% |
| Participation rate | 90.6% | 80.4%+10.2pp | 76.6%+14.0pp | 71.5%+19.2pp |
| Annual return | -20.21% | 392.42%-412.6pp | 35.91%-56.1pp | 32.82%-53.0pp |
| Employer contribution / active EE | $2,433 | $2,393+1.7% | $2,836-14.2% | $2,506-2.9% |
| Participant deferral / active EE | $5,036 | $4,658+8.1% | $4,656+8.2% | $4,310+16.8% |
| Admin fee / account holder | $14 | $174-92.2% | $7,493-99.8% | $188-92.8% |