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 9-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 |
|---|---|---|
PENSIONSOURCE CORP.1 year Filed as: PENSIONSOURCE CORP Service code 14 · EIN 33-0827249 PO BOX 1145 · ARTEISA, CA 90702 | Plan Administrator | $7,075 |
MORNINGSTAR3 years Filed as: MORNING STAR Service code 26 · EIN 36-3297908 | Advisory (Participants) | $0 |
MORNINGSTAR4 years Service code 27 | Advisory (Plan) | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,167 | $45,000-10.7% | $143,757-72.1% | $77,904-48.4% |
| Participation rate | 43.1% | 66.8%-23.7pp | 80.3%-37.2pp | 73.7%-30.6pp |
| Annual return | -16.40% | 29.03%-45.4pp | -0.04%-16.4pp | 12.21%-28.6pp |
| Employer contribution / active EE | $630 | $1,870-66.3% | $4,951-87.3% | $2,848-77.9% |
| Participant deferral / active EE | $2,618 | $3,157-17.1% | $5,637-53.6% | $4,806-45.5% |
| Admin fee / account holder | $24 | $98-75.4% | $14,673-99.8% | $133-81.7% |