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 | $28,557 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,843 | $61,272+67.8% | $149,673-31.3% | $71,457+43.9% |
| Participation rate | 84.1% | 62.5%+21.6pp | 78.8%+5.3pp | 67.9%+16.1pp |
| Annual return | 20.97% | 35.85%-14.9pp | 134.42%-113.4pp | 28.85%-7.9pp |
| Employer contribution / active EE | $6,879 | $2,378+189.2% | $4,818+42.8% | $2,588+165.8% |
| Participant deferral / active EE | $8,926 | $2,917+206.0% | $5,680+57.2% | $4,289+108.1% |
| Admin fee / account holder | $112 | $1,261-91.1% | $13,210-99.2% | $1,587-92.9% |