Filed May 17, 2021
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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.
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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 | $37,964 |
MORNINGSTAR3 years 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 | $113,429 | $55,415+104.7% | $155,509-27.1% | $74,495+52.3% |
| Participation rate | 94.4% | 61.9%+32.5pp | 78.2%+16.2pp | 67.2%+27.2pp |
| Annual return | 18.07% | 268.50%-250.4pp | 64.67%-46.6pp | 1364.94%-1346.9pp |
| Employer contribution / active EE | $8,476 | $2,267+273.9% | $4,672+81.4% | $2,623+223.2% |
| Participant deferral / active EE | $10,348 | $2,836+264.9% | $5,626+83.9% | $4,346+138.1% |
| Admin fee / account holder | $139 | $1,738-92.0% | $15,912-99.1% | $1,942-92.9% |