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 | $87,667 |
MORNINGSTAR3 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 | $161,923 | $129,021+25.5% | $184,203-12.1% | $77,643+108.5% |
| Participation rate | 95.9% | 87.3%+8.5pp | 86.8%+9.1pp | 70.6%+25.3pp |
| Annual return | 14.13% | 33.27%-19.1pp | 28.81%-14.7pp | 31.24%-17.1pp |
| Employer contribution / active EE | $2,951 | $4,413-33.1% | $6,427-54.1% | $2,726+8.3% |
| Participant deferral / active EE | $10,583 | $7,297+45.0% | $9,131+15.9% | $4,647+127.7% |
| Admin fee / account holder | $164 | $254-35.5% | $13,901-98.8% | $430-61.9% |