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) | $192,923 |
Service code 99 · EIN 23-2748550 | Other Fees | $50,000 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $13,832 |
BAKER TILLY US, LLP1 year Service code 10 46 PUBLIC SQUARE SUITE 400 · WILKES-BARRE, PA 18701 | Accounting | $9,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,688 | $66,528+33.3% | $86,874+2.1% | $86,799+2.2% |
| Participation rate | 93.4% | 72.4%+21.1pp | 71.6%+21.8pp | 72.3%+21.2pp |
| Annual return | 16.56% | 19.56%-3.0pp | 63.52%-47.0pp | 97.91%-81.3pp |
| Employer contribution / active EE | $1,836 | $2,007-8.5% | $2,495-26.4% | $2,405-23.7% |
| Participant deferral / active EE | $4,698 | $3,240+45.0% | $3,699+27.0% | $4,131+13.7% |
| Admin fee / account holder | $229 | $148+54.8% | $5,828-96.1% | $170+35.2% |