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) | $165,329 |
Service code 99 · EIN 23-2748550 | Other Fees | $45,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $11,725 |
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 | $74,092 | $61,473+20.5% | $81,930-9.6% | $73,409+0.9% |
| Participation rate | 93.9% | 72.4%+21.5pp | 72.0%+21.9pp | 72.2%+21.8pp |
| Annual return | 14.63% | 28.26%-13.6pp | 29.49%-14.9pp | 59.29%-44.7pp |
| Employer contribution / active EE | $1,680 | $1,898-11.5% | $4,310-61.0% | $2,234-24.8% |
| Participant deferral / active EE | $4,004 | $3,080+30.0% | $7,107-43.7% | $3,805+5.2% |
| Admin fee / account holder | $201 | $125+60.5% | $5,158-96.1% | $158+27.5% |