Filed December 27, 2019
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 8-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 | $66,481 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $25,000 |
UHY LLP2 years Service code 10 · EIN 04-3130580 | Accounting | $7,500 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,237 | $119,446-45.4% | $150,045-56.5% | $85,563-23.8% |
| Participation rate | 77.8% | 75.4%+2.4pp | 82.3%-4.5pp | 66.0%+11.9pp |
| Annual return | 19.79% | 23.72%-3.9pp | 62.55%-42.8pp | 31.51%-11.7pp |
| Employer contribution / active EE | $1,376 | $4,078-66.3% | $4,693-70.7% | $2,654-48.2% |
| Participant deferral / active EE | $3,527 | $7,985-55.8% | $7,997-55.9% | $4,375-19.4% |
| Admin fee / account holder | $247 | $548-54.8% | $13,435-98.2% | $834-70.4% |