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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $119,790 |
CROWE LLP2 years Service code 13 · EIN 35-0921680 | Contract Administrator | $5,000 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $96,649 | $106,236-9.0% | $112,228-13.9% | $64,808+49.1% |
| Participation rate | 97.3% | 71.7%+25.6pp | 75.1%+22.2pp | 71.5%+25.8pp |
| Annual return | -17.93% | -6.02%-11.9pp | 27.45%-45.4pp | 32.82%-50.8pp |
| Employer contribution / active EE | $3,185 | $3,166+0.6% | $3,635-12.4% | $2,506+27.1% |
| Participant deferral / active EE | $7,467 | $3,785+97.3% | $4,728+57.9% | $4,310+73.2% |
| Admin fee / account holder | $413 | $452-8.5% | $6,410-93.6% | $188+120.0% |