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 | $7,244 |
MORNINGSTAR3 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 | $75,615 | $88,890-14.9% | $102,423-26.2% | $77,643-2.6% |
| Participation rate | 98.4% | 80.9%+17.5pp | 76.5%+21.9pp | 70.6%+27.8pp |
| Annual return | 17.28% | 24.98%-7.7pp | 29.32%-12.0pp | 31.24%-14.0pp |
| Employer contribution / active EE | $5,587 | $2,698+107.1% | $3,023+84.8% | $2,726+105.0% |
| Participant deferral / active EE | $7,905 | $5,145+53.6% | $5,053+56.4% | $4,647+70.1% |
| Admin fee / account holder | $16 | $235-93.1% | $9,451-99.8% | $430-96.2% |