Filed July 20, 2006 (most recent of 4 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 13 · EIN 42-0127290 | Contract Administrator | $54,314 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return 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 | $153,709 | $129,021+19.1% | $184,203-16.6% | $77,643+98.0% |
| Participation rate | 98.3% | 87.3%+10.9pp | 86.8%+11.5pp | 70.6%+27.7pp |
| Annual return | 12.76% | 33.27%-20.5pp | 28.81%-16.0pp | 31.24%-18.5pp |
| Employer contribution / active EE | $5,028 | $4,413+13.9% | $6,427-21.8% | $2,726+84.5% |
| Participant deferral / active EE | $7,731 | $7,297+5.9% | $9,131-15.3% | $4,647+66.4% |
| Admin fee / account holder | $75 | $254-70.4% | $13,901-99.5% | $430-82.5% |