Filed April 1, 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 26 · EIN 71-0294708 | Advisory (Participants) | $55,547 |
Service code 99 · EIN 47-1411118 | Other Fees | $36,421 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,363 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,654 | $121,341-14.6% | $189,513-45.3% | $79,386+30.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 13.01% | 21.08%-8.1pp | 555.15%-542.1pp | 116.85%-103.8pp |
| Employer contribution / active EE | $3,312 | $3,915-15.4% | $6,162-46.3% | $2,427+36.4% |
| Participant deferral / active EE | $5,271 | $6,395-17.6% | $8,221-35.9% | $4,046+30.3% |
| Admin fee / account holder | $455 | $651-30.2% | $12,045-96.2% | $626-27.4% |