Filed August 9, 2013
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 13 · EIN 42-0127290 | Contract Administrator | $19,893 |
ROBERT STEPHENS1 year Service code 27 · EIN 82-2497219 | Advisory (Plan) | $8,732 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | 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 | $46,765 | $57,610-18.8% | $154,803-69.8% | $102,872-54.5% |
| Participation rate | 7.1% | 59.5%-52.4pp | 78.1%-71.0pp | 73.0%-65.9pp |
| Annual return | 16.73% | 30.49%-13.8pp | 58.88%-42.2pp | 19.06%-2.3pp |
| Employer contribution / active EE | $124 | $1,883-93.4% | $4,305-97.1% | $3,526-96.5% |
| Participant deferral / active EE | $228 | $2,914-92.2% | $5,540-95.9% | $5,535-95.9% |
| Admin fee / account holder | $239 | $368-35.2% | $14,329-98.3% | $292-18.4% |