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 | $30,990 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,423 | $49,451+12.1% | $79,550-30.3% | $66,914-17.2% |
| Participation rate | 77.0% | 61.3%+15.7pp | 69.5%+7.5pp | 69.8%+7.2pp |
| Annual return | -17.49% | 84.25%-101.7pp | 0.16%-17.7pp | 1.58%-19.1pp |
| Employer contribution / active EE | $3,000 | $1,266+137.1% | $2,413+24.3% | $2,544+17.9% |
| Participant deferral / active EE | $6,197 | $3,159+96.2% | $3,985+55.5% | $4,237+46.3% |
| Admin fee / account holder | $132 | $595-77.7% | $6,832-98.1% | $593-77.7% |