Filed August 22, 2025
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 | $111,575 |
MORNINGSTAR1 year 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 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,901 | $50,815-74.6% | $155,509-91.7% | $77,643-83.4% |
| Participation rate | 96.0% | 63.1%+32.9pp | 78.2%+17.8pp | 70.6%+25.4pp |
| Annual return | 10.97% | 34.80%-23.8pp | 64.67%-53.7pp | 31.24%-20.3pp |
| Employer contribution / active EE | $1,378 | $1,993-30.9% | $4,672-70.5% | $2,726-49.5% |
| Participant deferral / active EE | $2,196 | $2,822-22.2% | $5,626-61.0% | $4,647-52.8% |
| Admin fee / account holder | $139 | $437-68.1% | $15,912-99.1% | $430-67.7% |