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 |
|---|---|---|
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $10,218 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,162 | $64,707-5.5% | $112,228-45.5% | $68,494-10.7% |
| Participation rate | 86.5% | 67.2%+19.3pp | 75.1%+11.4pp | 67.9%+18.6pp |
| Annual return | -16.31% | -11.40%-4.9pp | 27.45%-43.8pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,855 | $2,746-32.4% | $3,635-49.0% | $2,596-28.6% |
| Participant deferral / active EE | $4,315 | $3,565+21.0% | $4,728-8.7% | $4,027+7.1% |
| Admin fee / account holder | $237 | $5,232-95.5% | $6,410-96.3% | $5,403-95.6% |