Filed October 12, 2016
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) | $159,309 |
Service code 99 · EIN 23-2748550 | Other Fees | $45,000 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANGEMENT LL Service code 26 · EIN 36-4317381 | Advisory (Participants) | $11,856 |
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 | $64,393 | $55,790+15.4% | $76,817-16.2% | $67,579-4.7% |
| Participation rate | 92.7% | 71.1%+21.6pp | 72.1%+20.6pp | 71.3%+21.4pp |
| Annual return | 18.86% | 64.45%-45.6pp | 1166.11%-1147.2pp | 378.56%-359.7pp |
| Employer contribution / active EE | $1,718 | $1,810-5.1% | $2,302-25.4% | $2,148-20.0% |
| Participant deferral / active EE | $4,204 | $2,875+46.2% | $3,336+26.0% | $3,539+18.8% |
| Admin fee / account holder | $181 | $159+13.6% | $6,420-97.2% | $142+27.0% |