Filed January 18, 2026 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $16,751 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $7,901 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,630 | $46,292-40.3% | $143,757-80.8% | $64,808-57.4% |
| Participation rate | 74.5% | 64.2%+10.3pp | 80.3%-5.8pp | 71.5%+3.0pp |
| Annual return | -18.72% | -10.05%-8.7pp | -0.04%-18.7pp | 32.82%-51.5pp |
| Employer contribution / active EE | $1,944 | $1,910+1.8% | $4,951-60.7% | $2,506-22.4% |
| Participant deferral / active EE | $3,374 | $2,646+27.5% | $5,637-40.1% | $4,310-21.7% |
| Admin fee / account holder | $17 | $154-89.1% | $14,673-99.9% | $188-91.1% |