Filed November 22, 2004 (most recent of 2 filings on file)
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) | $69,204 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,908 |
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 | $69,255 | $50,127+38.2% | $149,673-53.7% | $80,160-13.6% |
| Participation rate | 91.8% | 64.3%+27.6pp | 78.8%+13.1pp | 72.9%+18.9pp |
| Annual return | 17.23% | 29.82%-12.6pp | 134.42%-117.2pp | 40.38%-23.2pp |
| Employer contribution / active EE | $2,541 | $1,865+36.3% | $4,818-47.2% | $2,978-14.7% |
| Participant deferral / active EE | $5,039 | $3,194+57.8% | $5,680-11.3% | $5,017+0.4% |
| Admin fee / account holder | $53 | $153-65.2% | $13,210-99.6% | $145-63.3% |