Filed November 20, 2024
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 | $57,839 |
EDWARD JONES6 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $31,961 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,693 | $101,317-39.1% | $146,958-58.0% | $74,495-17.2% |
| Participation rate | 90.8% | 75.5%+15.3pp | 82.2%+8.7pp | 67.2%+23.6pp |
| Annual return | 15.72% | 8730.91%-8715.2pp | 418.34%-402.6pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $3,368 | $3,810-11.6% | $4,933-31.7% | $2,623+28.4% |
| Participant deferral / active EE | $7,688 | $7,303+5.3% | $8,070-4.7% | $4,346+76.9% |
| Admin fee / account holder | $233 | $1,739-86.6% | $12,998-98.2% | $1,942-88.0% |