Filed December 5, 2019 (most recent of 3 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 13 · EIN 42-0127290 | Contract Administrator | $25,698 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,262 | $58,264+72.1% | $86,612+15.8% | $71,457+40.3% |
| Participation rate | 99.1% | 65.0%+34.1pp | 71.7%+27.4pp | 67.9%+31.1pp |
| Annual return | 11.77% | 21.63%-9.9pp | 591.07%-579.3pp | 28.85%-17.1pp |
| Employer contribution / active EE | $15,334 | $2,574+495.7% | $3,022+407.3% | $2,588+492.6% |
| Participant deferral / active EE | $14,616 | $3,436+325.4% | $4,438+229.4% | $4,289+240.8% |
| Admin fee / account holder | $104 | $1,057-90.2% | $5,614-98.2% | $1,587-93.5% |