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 INC2 years Filed as: OSAIC WEALTH, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $19,173 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,881 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MGMT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR4 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 | $29,441 | $50,815-42.1% | $155,509-81.1% | $77,643-62.1% |
| Participation rate | 32.4% | 63.1%-30.7pp | 78.2%-45.8pp | 70.6%-38.2pp |
| Annual return | 16.45% | 34.80%-18.4pp | 64.67%-48.2pp | 31.24%-14.8pp |
| Employer contribution / active EE | $429 | $1,993-78.5% | $4,672-90.8% | $2,726-84.3% |
| Participant deferral / active EE | $761 | $2,822-73.0% | $5,626-86.5% | $4,647-83.6% |
| Admin fee / account holder | $236 | $437-46.0% | $15,912-98.5% | $430-45.2% |