Filed May 17, 2021
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,554 |
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 | $84,309 | $65,061+29.6% | $143,757-41.4% | $66,914+26.0% |
| Participation rate | 82.7% | 65.2%+17.5pp | 80.3%+2.4pp | 69.8%+12.9pp |
| Annual return | -16.94% | -11.14%-5.8pp | -0.04%-16.9pp | 1.58%-18.5pp |
| Employer contribution / active EE | $6,514 | $2,361+176.0% | $4,951+31.6% | $2,544+156.1% |
| Participant deferral / active EE | $8,507 | $2,919+191.4% | $5,637+50.9% | $4,237+100.8% |
| Admin fee / account holder | $103 | $502-79.5% | $14,673-99.3% | $593-82.7% |