Filed December 21, 2018
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 26 · EIN 71-0294708 | Advisory (Participants) | $254,448 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $8,858 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,697 | $45,000+32.7% | $143,757-58.5% | $77,904-23.4% |
| Participation rate | 95.5% | 66.8%+28.7pp | 80.3%+15.2pp | 73.7%+21.8pp |
| Annual return | -17.05% | 29.03%-46.1pp | -0.04%-17.0pp | 12.21%-29.3pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,951-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $6,844 | $3,157+116.8% | $5,637+21.4% | $4,806+42.4% |
| Admin fee / account holder | $81 | $98-17.6% | $14,673-99.4% | $133-38.8% |