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 | $58,456 |
MORNINGSTAR2 years 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 | $168,257 | $131,799+27.7% | $200,582-16.1% | $85,563+96.6% |
| Participation rate | 98.1% | 87.9%+10.2pp | 86.9%+11.3pp | 66.0%+32.2pp |
| Annual return | 13.94% | 21.59%-7.7pp | 42.33%-28.4pp | 31.51%-17.6pp |
| Employer contribution / active EE | $5,132 | $4,532+13.2% | $6,419-20.0% | $2,654+93.4% |
| Participant deferral / active EE | $7,911 | $7,702+2.7% | $9,331-15.2% | $4,375+80.8% |
| Admin fee / account holder | $80 | $235-65.9% | $16,305-99.5% | $834-90.4% |