Filed June 9, 2005
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 |
|---|---|---|
NATIONAL BENEFIT SERVICES, LLC7+ years Service code 49 · EIN 20-3886993 | Other Services | $18,316 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $10,511 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,309 | $84,487+62.5% | $125,339+9.6% | $66,914+105.2% |
| Participation rate | 99.4% | 76.4%+22.9pp | 82.4%+17.0pp | 69.8%+29.6pp |
| Annual return | -12.18% | -8.39%-3.8pp | 572.05%-584.2pp | 1.58%-13.8pp |
| Employer contribution / active EE | $6,318 | $3,553+77.8% | $4,814+31.2% | $2,544+148.3% |
| Participant deferral / active EE | $7,761 | $6,781+14.4% | $7,446+4.2% | $4,237+83.2% |
| Admin fee / account holder | $139 | $685-79.7% | $10,010-98.6% | $593-76.5% |