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 | $56,260 |
Filed as: INSTITUTIONAL INVESTMENT Service code 13 · EIN 81-0635433 | Contract Administrator | $17,500 |
MORNINGSTAR3 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 | $132,037 | $106,028+24.5% | $146,958-10.2% | $77,643+70.1% |
| Participation rate | 94.1% | 78.4%+15.8pp | 82.2%+12.0pp | 70.6%+23.6pp |
| Annual return | 16.91% | 56.73%-39.8pp | 418.34%-401.4pp | 31.24%-14.3pp |
| Employer contribution / active EE | $2,290 | $4,063-43.6% | $4,933-53.6% | $2,726-16.0% |
| Participant deferral / active EE | $8,856 | $7,990+10.8% | $8,070+9.7% | $4,647+90.6% |
| Admin fee / account holder | $166 | $337-50.7% | $12,998-98.7% | $430-61.3% |