Filed October 25, 2024 (most recent of 3 filings on file)
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 |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $6,363 |
Filed as: OHIO NATIONAL INSURANCE AGENCY Service code 55 ONE FINANCIAL WAY · CINCINNATI, OH 45242 | Other Commissions | $43 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 49 · EIN 71-0294708 | Other Services | $7 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,162 | $62,928-47.3% | $172,739-80.8% | $67,579-50.9% |
| Participation rate | 75.9% | 64.5%+11.4pp | 82.6%-6.8pp | 71.3%+4.6pp |
| Annual return | 22.37% | 30.36%-8.0pp | 802.84%-780.5pp | 378.56%-356.2pp |
| Employer contribution / active EE | $1,512 | $1,636-7.6% | $5,143-70.6% | $2,148-29.6% |
| Participant deferral / active EE | $1,414 | $2,145-34.1% | $5,198-72.8% | $3,539-60.1% |
| Admin fee / account holder | $50 | $167-69.8% | $13,954-99.6% | $142-64.6% |