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 | $10,522 |
MORNINGSTAR4 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 | $90,265 | $98,727-8.6% | $113,168-20.2% | $85,563+5.5% |
| Participation rate | 98.6% | 80.8%+17.7pp | 76.6%+22.0pp | 66.0%+32.6pp |
| Annual return | 15.58% | 17.43%-1.8pp | 24.27%-8.7pp | 31.51%-15.9pp |
| Employer contribution / active EE | $6,167 | $2,907+112.2% | $2,975+107.3% | $2,654+132.4% |
| Participant deferral / active EE | $9,102 | $5,424+67.8% | $5,107+78.2% | $4,375+108.0% |
| Admin fee / account holder | $24 | $357-93.3% | $12,068-99.8% | $834-97.1% |