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 26 · EIN 71-0294708 | Advisory (Participants) | $979 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $98 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,031 | $62,132+15.9% | $185,823-61.2% | $73,488-2.0% |
| Participation rate | 56.3% | 67.8%-11.6pp | 78.0%-21.8pp | 70.7%-14.4pp |
| Annual return | 13.50% | 20.44%-6.9pp | 35.95%-22.5pp | 28.51%-15.0pp |
| Employer contribution / active EE | $2,085 | $1,681+24.0% | $4,087-49.0% | $2,270-8.2% |
| Participant deferral / active EE | $4,147 | $3,711+11.7% | $5,632-26.4% | $3,740+10.9% |
| Admin fee / account holder | $12 | $419-97.1% | $9,500-99.9% | $513-97.7% |