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 9-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) | $15,136 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,186 |
MORNINGSTAR6 years Service code 27 | Advisory (Plan) | $3,346 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,509 | $91,372-16.3% | $129,995-41.1% | $74,419+2.8% |
| Participation rate | 48.5% | 77.8%-29.3pp | 78.5%-30.0pp | 70.7%-22.3pp |
| Annual return | 13.25% | 23.21%-10.0pp | -137.18%+150.4pp | 34.38%-21.1pp |
| Employer contribution / active EE | $1,653 | $2,563-35.5% | $4,320-61.7% | $2,637-37.3% |
| Participant deferral / active EE | $2,785 | $4,721-41.0% | $5,820-52.2% | $4,528-38.5% |
| Admin fee / account holder | $68 | $283-75.9% | $10,614-99.4% | $348-80.3% |