See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $771,665 |
Filed as: MORGAN STANLEY GLOBAL BA Service code 13 · EIN 20-8764829 | Contract Administrator | $40,362 |
Filed as: REYNOLDS BONE & GRIESBEC Service code 10 · EIN 62-0428728 | Accounting | $25,013 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,564 | $35,293-7.7% | $77,024-57.7% | $89,394-63.6% |
| Participation rate | 84.1% | 31.3%+52.8pp | 67.9%+16.2pp | 71.3%+12.9pp |
| Annual return | -15.58% | -5.92%-9.7pp | 42.32%-57.9pp | -11.89%-3.7pp |
| Employer contribution / active EE | $984 | $695+41.6% | $2,812-65.0% | $3,022-67.4% |
| Participant deferral / active EE | $2,399 | $1,764+35.9% | $4,426-45.8% | $5,123-53.2% |
| Admin fee / account holder | $74 | $105-29.8% | $5,425-98.6% | $79-7.1% |