Filed December 31, 2004
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 | $155,520 |
Filed as: ONEDIGITAL Service code 13 · EIN 82-1434504 | Contract Administrator | $50,000 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Service code 26 · EIN 43-1451524 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,458 | $111,072-12.3% | $156,263-37.6% | $102,872-5.3% |
| Participation rate | 35.8% | 80.1%-44.3pp | 78.9%-43.1pp | 73.0%-37.2pp |
| Annual return | 15.62% | 16.98%-1.4pp | 59.47%-43.8pp | 19.06%-3.4pp |
| Employer contribution / active EE | $1,086 | $4,017-73.0% | $4,333-74.9% | $3,526-69.2% |
| Participant deferral / active EE | $2,684 | $5,455-50.8% | $6,158-56.4% | $5,535-51.5% |
| Admin fee / account holder | $156 | $120+29.4% | $14,255-98.9% | $292-46.7% |