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 26 · EIN 71-0294708 | Advisory (Participants) | $5,643 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,442 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,461 | $66,310-5.8% | $93,606-33.3% | $65,185-4.2% |
| Participation rate | 90.3% | 74.0%+16.3pp | 75.8%+14.4pp | 70.2%+20.1pp |
| Annual return | 18.82% | 42.58%-23.8pp | 32.76%-13.9pp | 29.38%-10.6pp |
| Employer contribution / active EE | $773 | $2,012-61.6% | $2,718-71.6% | $2,177-64.5% |
| Participant deferral / active EE | $2,964 | $3,342-11.3% | $4,069-27.1% | $3,514-15.6% |
| Admin fee / account holder | $73 | $6,897-98.9% | $7,888-99.1% | $847-91.4% |