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 15 · EIN 71-0294708 | Recordkeeping | $45,208 |
Service code 99 · EIN 47-1411118 | Other Fees | $21,444 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,324 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,906 | $102,553-32.8% | $151,611-54.6% | $66,914+3.0% |
| Participation rate | 99.1% | 85.5%+13.6pp | 87.5%+11.6pp | 69.8%+29.3pp |
| Annual return | -14.66% | -10.82%-3.8pp | 3.33%-18.0pp | 1.58%-16.2pp |
| Employer contribution / active EE | $3,707 | $4,180-11.3% | $6,166-39.9% | $2,544+45.7% |
| Participant deferral / active EE | $5,847 | $6,641-12.0% | $8,363-30.1% | $4,237+38.0% |
| Admin fee / account holder | $383 | $630-39.2% | $11,616-96.7% | $593-35.5% |