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, LLC8+ years Service code 49 · EIN 20-3886993 | Other Services | $16,594 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $9,746 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $135,460 | $91,407+48.2% | $135,903-0.3% | $71,457+89.6% |
| Participation rate | 99.3% | 75.7%+23.7pp | 81.9%+17.4pp | 67.9%+31.4pp |
| Annual return | 12.07% | 29.90%-17.8pp | 68.23%-56.2pp | 28.85%-16.8pp |
| Employer contribution / active EE | $6,850 | $3,703+85.0% | $4,856+41.1% | $2,588+164.7% |
| Participant deferral / active EE | $9,038 | $7,092+27.4% | $7,758+16.5% | $4,289+110.7% |
| Admin fee / account holder | $321 | $1,266-74.6% | $10,762-97.0% | $1,587-79.8% |