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 6-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 13 · EIN 42-0127290 | Contract Administrator | $10,769 |
SLAVIC INTEGRATED ADMINISTRATION4+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $7,701 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $40,738 | $65,061-37.4% | $143,757-71.7% | $66,914-39.1% |
| Participation rate | 95.1% | 65.2%+30.0pp | 80.3%+14.8pp | 69.8%+25.3pp |
| Annual return | -16.15% | -11.14%-5.0pp | -0.04%-16.1pp | 1.58%-17.7pp |
| Employer contribution / active EE | $2,727 | $2,361+15.5% | $4,951-44.9% | $2,544+7.2% |
| Participant deferral / active EE | $5,009 | $2,919+71.6% | $5,637-11.1% | $4,237+18.2% |
| Admin fee / account holder | $153 | $502-69.5% | $14,673-99.0% | $593-74.2% |