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 |
|---|---|---|
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $8,691 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 49 · EIN 35-2091834 10319 DAWSONS CREEK BLVD · FORT WAYNE, IN 46825 | Other Services | $0 |
Filed as: VOYA RET INSURANCE AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,011 | $78,672+3.0% | $109,143-25.8% | $85,850-5.6% |
| Participation rate | 91.1% | 68.3%+22.8pp | 75.9%+15.2pp | 69.3%+21.8pp |
| Annual return | 13.65% | 25.09%-11.4pp | 25.75%-12.1pp | 318.53%-304.9pp |
| Employer contribution / active EE | $2,126 | $2,735-22.3% | $3,722-42.9% | $2,565-17.1% |
| Participant deferral / active EE | $4,554 | $3,467+31.3% | $4,653-2.1% | $3,952+15.2% |
| Admin fee / account holder | $203 | $5,469-96.3% | $6,752-97.0% | $6,260-96.8% |