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 | $23,630 |
OSAIC WEALTH INC1 year Service code 27 · EIN 93-0987232 | Advisory (Plan) | $7,411 |
MORNINGSTAR4 years 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 | $43,713 | $95,803-54.4% | $113,168-61.4% | $84,808-48.5% |
| Participation rate | 98.8% | 72.9%+25.9pp | 76.6%+22.2pp | 68.3%+30.4pp |
| Annual return | 14.08% | 25.00%-10.9pp | 24.27%-10.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,497 | $2,360+5.8% | $2,975-16.1% | $2,631-5.1% |
| Participant deferral / active EE | $6,622 | $4,242+56.1% | $5,107+29.7% | $4,212+57.2% |
| Admin fee / account holder | $211 | $8,989-97.7% | $12,068-98.3% | $7,344-97.1% |