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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 | $97,954 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $21,181 |
Service code 49 · EIN 74-2794194 | Other Services | $5,433 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $64,902 | $84,487-23.2% | $125,339-48.2% | $66,914-3.0% |
| Participation rate | 96.2% | 76.4%+19.8pp | 82.4%+13.8pp | 69.8%+26.4pp |
| Annual return | -16.81% | -8.39%-8.4pp | 572.05%-588.9pp | 1.58%-18.4pp |
| Employer contribution / active EE | $1,742 | $3,553-51.0% | $4,814-63.8% | $2,544-31.5% |
| Participant deferral / active EE | $9,181 | $6,781+35.4% | $7,446+23.3% | $4,237+116.7% |
| Admin fee / account holder | $303 | $685-55.7% | $10,010-97.0% | $593-48.9% |