Filed November 6, 2023
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 | $55,495 |
Service code 16 · EIN 81-0635433 | Consulting | $5,000 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $116,113 | $95,274+21.9% | $135,903-14.6% | $74,419+56.0% |
| Participation rate | 94.4% | 78.2%+16.2pp | 81.9%+12.5pp | 70.7%+23.7pp |
| Annual return | 24.73% | 32.77%-8.0pp | 68.23%-43.5pp | 34.38%-9.6pp |
| Employer contribution / active EE | $1,490 | $3,874-61.5% | $4,856-69.3% | $2,637-43.5% |
| Participant deferral / active EE | $8,232 | $7,782+5.8% | $7,758+6.1% | $4,528+81.8% |
| Admin fee / account holder | $140 | $266-47.5% | $10,762-98.7% | $348-59.8% |