Filed August 28, 2019 (most recent of 3 filings on file)
Total covered: 65 employees
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 | $70,657 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $31,922 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,514 | $60,323+136.2% | $81,812+74.2% | $74,495+91.3% |
| Participation rate | 99.1% | 62.9%+36.2pp | 72.3%+26.7pp | 67.2%+31.9pp |
| Annual return | 18.25% | 16.90%+1.3pp | 773.79%-755.5pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $7,686 | $2,620+193.3% | $2,912+163.9% | $2,623+193.0% |
| Participant deferral / active EE | $7,890 | $3,387+132.9% | $4,319+82.7% | $4,346+81.6% |
| Admin fee / account holder | $531 | $1,486-64.2% | $7,386-92.8% | $1,942-72.6% |