Filed February 12, 2021
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 | $123,187 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Service code 26 · EIN 33-0818667 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,017 | $98,727+26.6% | $113,168+10.5% | $85,563+46.1% |
| Participation rate | 98.1% | 80.8%+17.3pp | 76.6%+21.5pp | 66.0%+32.1pp |
| Annual return | 13.92% | 17.43%-3.5pp | 24.27%-10.3pp | 31.51%-17.6pp |
| Employer contribution / active EE | $3,153 | $2,907+8.5% | $2,975+6.0% | $2,654+18.8% |
| Participant deferral / active EE | $5,746 | $5,424+5.9% | $5,107+12.5% | $4,375+31.3% |
| Admin fee / account holder | $235 | $357-34.2% | $12,068-98.1% | $834-71.9% |