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 | $5,662 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,841 | $99,078-35.6% | $96,544-33.9% | $74,419-14.2% |
| Participation rate | 94.4% | 80.7%+13.7pp | 76.0%+18.4pp | 70.7%+23.6pp |
| Annual return | 27.40% | 22.48%+4.9pp | 25.84%+1.6pp | 34.38%-7.0pp |
| Employer contribution / active EE | $2,682 | $2,570+4.4% | $2,965-9.5% | $2,637+1.7% |
| Participant deferral / active EE | $6,450 | $4,933+30.8% | $4,851+33.0% | $4,528+42.5% |
| Admin fee / account holder | $13 | $225-94.0% | $8,252-99.8% | $348-96.1% |