Filed July 1, 2019 (most recent of 4 filings on file)
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 |
|---|---|---|
EXCEL WEALTH MANAGEMENT, LLC3 years Service code 27 · EIN 81-2780637 | Advisory (Plan) | $78,394 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,273 |
MORNINGSTAR1 year 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 | $151,024 | $122,239+23.5% | $184,203-18.0% | $74,495+102.7% |
| Participation rate | 98.4% | 85.5%+12.9pp | 86.8%+11.6pp | 67.2%+31.2pp |
| Annual return | 13.83% | 19.95%-6.1pp | 28.81%-15.0pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $5,262 | $4,537+16.0% | $6,427-18.1% | $2,623+100.6% |
| Participant deferral / active EE | $8,493 | $7,139+19.0% | $9,131-7.0% | $4,346+95.4% |
| Admin fee / account holder | $28 | $1,260-97.8% | $13,901-99.8% | $1,942-98.6% |