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 | $91,036 |
ACTUARIAL BENEFITS CORP8 years Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 13 · EIN 16-1186135 | Contract Administrator | $57,631 |
Filed as: LAWLEY RETIREMENT ADVISORS, LLC Service code 27 · EIN 27-4034238 | Advisory (Plan) | $29,976 |
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 | $24,944 | $53,136-53.1% | $155,509-84.0% | $199,593-87.5% |
| Participation rate | 83.1% | 64.1%+19.0pp | 78.2%+4.9pp | 72.0%+11.1pp |
| Annual return | 14.44% | 41.15%-26.7pp | 64.67%-50.2pp | 34.25%-19.8pp |
| Employer contribution / active EE | $1,171 | $1,851-36.7% | $4,672-74.9% | $3,034-61.4% |
| Participant deferral / active EE | $2,554 | $3,161-19.2% | $5,626-54.6% | $5,087-49.8% |
| Admin fee / account holder | $126 | $185-31.9% | $15,912-99.2% | $269-53.1% |