Filed March 19, 2020
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 | $117,582 |
PRIMETRUST ADVISORS, LLC4 years Filed as: PRIMETRUST ADVISORS LLC Service code 27 · EIN 20-5346692 | Advisory (Plan) | $23,699 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,282 | $88,890-6.3% | $102,423-18.7% | $77,643+7.3% |
| Participation rate | 96.2% | 80.9%+15.3pp | 76.5%+19.7pp | 70.6%+25.6pp |
| Annual return | 12.82% | 24.98%-12.2pp | 29.32%-16.5pp | 31.24%-18.4pp |
| Employer contribution / active EE | $5,480 | $2,698+103.1% | $3,023+81.3% | $2,726+101.0% |
| Participant deferral / active EE | $5,664 | $5,145+10.1% | $5,053+12.1% | $4,647+21.9% |
| Admin fee / account holder | $181 | $235-23.3% | $9,451-98.1% | $430-58.0% |