See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $67,511 |
Service code 17 · EIN 04-2675571 | Pension Consulting | $62,575 |
Service code 27 · EIN 23-2946836 | Advisory (Plan) | $17,940 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,076 | $50,815-5.4% | $155,509-69.1% | $77,643-38.1% |
| Participation rate | 81.6% | 63.1%+18.5pp | 78.2%+3.4pp | 70.6%+11.0pp |
| Annual return | 11.15% | 34.80%-23.7pp | 64.67%-53.5pp | 31.24%-20.1pp |
| Employer contribution / active EE | $3,716 | $1,993+86.5% | $4,672-20.5% | $2,726+36.3% |
| Participant deferral / active EE | $2,720 | $2,822-3.6% | $5,626-51.6% | $4,647-41.5% |
| Admin fee / account holder | $348 | $437-20.3% | $15,912-97.8% | $430-19.2% |