See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 | $48,935 |
Filed as: NEW YORK LIFE SECURITIES Service code 49 · EIN 27-0145686 | Other Services | $2,735 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,192 | $60,323+49.5% | $81,812+10.2% | $74,495+21.1% |
| Participation rate | 86.2% | 62.9%+23.3pp | 72.3%+13.8pp | 67.2%+19.0pp |
| Annual return | 9.87% | 16.90%-7.0pp | 773.79%-763.9pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $2,225 | $2,620-15.1% | $2,912-23.6% | $2,623-15.2% |
| Participant deferral / active EE | $6,573 | $3,387+94.0% | $4,319+52.2% | $4,346+51.3% |
| Admin fee / account holder | $281 | $1,486-81.1% | $7,386-96.2% | $1,942-85.5% |