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 | $395,037 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,444 | $89,394-70.4% | $93,789-71.8% | $89,394-70.4% |
| Participation rate | 40.8% | 71.3%-30.5pp | 81.0%-40.1pp | 71.3%-30.5pp |
| Annual return | -15.35% | -11.89%-3.5pp | -11.33%-4.0pp | -11.89%-3.5pp |
| Employer contribution / active EE | $552 | $3,022-81.7% | $4,323-87.2% | $3,022-81.7% |
| Participant deferral / active EE | $1,720 | $5,123-66.4% | $6,094-71.8% | $5,123-66.4% |
| Admin fee / account holder | $64 | $79-19.2% | $7,195-99.1% | $79-19.2% |