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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.
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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 |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $324 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,572 | $81,474-13.4% | $133,956-47.3% | $73,488-4.0% |
| Participation rate | 93.8% | 76.4%+17.5pp | 79.8%+14.0pp | 70.7%+23.2pp |
| Annual return | 17.82% | 19.40%-1.6pp | 45.09%-27.3pp | 28.51%-10.7pp |
| Employer contribution / active EE | $682 | $2,209-69.1% | $3,919-82.6% | $2,270-70.0% |
| Participant deferral / active EE | $4,334 | $3,786+14.5% | $5,048-14.1% | $3,740+15.9% |
| Admin fee / account holder | $23 | $713-96.7% | $8,927-99.7% | $513-95.5% |