Filed July 6, 2006
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 |
|---|---|---|
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $15,221 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,512 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 | 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 | $28,201 | $47,126-40.2% | $149,673-81.2% | $74,419-62.1% |
| Participation rate | 27.7% | 63.4%-35.7pp | 78.8%-51.1pp | 70.7%-43.0pp |
| Annual return | 19.65% | 22.75%-3.1pp | 134.42%-114.8pp | 34.38%-14.7pp |
| Employer contribution / active EE | $417 | $1,905-78.1% | $4,818-91.3% | $2,637-84.2% |
| Participant deferral / active EE | $722 | $2,728-73.5% | $5,680-87.3% | $4,528-84.1% |
| Admin fee / account holder | $212 | $343-38.3% | $13,210-98.4% | $348-39.2% |