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 | $30,090 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $40,954 | $60,323-32.1% | $81,812-49.9% | $74,495-45.0% |
| Participation rate | 83.5% | 62.9%+20.6pp | 72.3%+11.1pp | 67.2%+16.3pp |
| Annual return | 19.74% | 16.90%+2.8pp | 773.79%-754.0pp | 1364.94%-1345.2pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $2,912-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $7,730 | $3,387+128.2% | $4,319+79.0% | $4,346+77.9% |
| Admin fee / account holder | $140 | $1,486-90.6% | $7,386-98.1% | $1,942-92.8% |