See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $42,090 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $69,603 | $54,193+28.4% | $93,606-25.6% | $77,643-10.4% |
| Participation rate | 70.4% | 63.9%+6.4pp | 68.7%+1.6pp | 70.6%-0.2pp |
| Annual return | 14.57% | 30.54%-16.0pp | 133.20%-118.6pp | 31.24%-16.7pp |
| Employer contribution / active EE | $2,610 | $1,168+123.4% | $2,420+7.8% | $2,726-4.3% |
| Participant deferral / active EE | $5,601 | $3,144+78.2% | $4,411+27.0% | $4,647+20.5% |
| Admin fee / account holder | $158 | $576-72.6% | $8,285-98.1% | $430-63.4% |