Filed May 4, 2017 (most recent of 2 filings on file)
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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 | $71,854 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,934 | $100,227+36.6% | $169,993-19.4% | $74,419+84.0% |
| Participation rate | 99.3% | 87.3%+12.0pp | 87.0%+12.3pp | 70.7%+28.5pp |
| Annual return | 17.52% | 66.08%-48.6pp | 53.37%-35.9pp | 34.38%-16.9pp |
| Employer contribution / active EE | $2,854 | $4,263-33.0% | $6,785-57.9% | $2,637+8.2% |
| Participant deferral / active EE | $10,305 | $7,143+44.3% | $10,408-1.0% | $4,528+127.6% |
| Admin fee / account holder | $136 | $234-42.0% | $12,815-98.9% | $348-60.9% |