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 9-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 17 · EIN 13-5674085 | Pension Consulting | $41,028 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,866 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,505 | $101,317-19.6% | $146,958-44.5% | $74,495+9.4% |
| Participation rate | 83.7% | 75.5%+8.2pp | 82.2%+1.5pp | 67.2%+16.5pp |
| Annual return | 15.10% | 8730.91%-8715.8pp | 418.34%-403.2pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $4,072 | $3,810+6.9% | $4,933-17.4% | $2,623+55.2% |
| Participant deferral / active EE | $9,184 | $7,303+25.7% | $8,070+13.8% | $4,346+111.3% |
| Admin fee / account holder | $343 | $1,739-80.3% | $12,998-97.4% | $1,942-82.3% |