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 |
|---|---|---|
BETTE KARPIN3 years Service code 99 · EIN 23-3101180 P.O. BOX 247 · BRYN MAWR, PA 19010 | Other Fees | $23,489 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $7,316 |
Employer contribution per participant 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 | $71,913 | $66,124+8.8% | $90,404-20.5% | $73,488-2.1% |
| Participation rate | 74.3% | 69.7%+4.7pp | 72.7%+1.7pp | 70.7%+3.7pp |
| Annual return | 14.41% | 17.65%-3.2pp | 1293.02%-1278.6pp | 28.51%-14.1pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,262-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,991 | $3,039-34.5% | $3,963-49.8% | $3,740-46.8% |
| Admin fee / account holder | $291 | $396-26.7% | $5,611-94.8% | $513-43.4% |