Filed December 22, 2022 (most recent of 4 filings on file)
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 | $597,921 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,843 | $77,577-6.1% | $101,794-28.4% | $140,769-48.3% |
| Participation rate | 61.7% | 56.8%+4.9pp | 69.2%-7.5pp | 74.2%-12.5pp |
| Annual return | 16.19% | 14.47%+1.7pp | 30.53%-14.3pp | 16.82%-0.6pp |
| Employer contribution / active EE | $1,316 | $1,318-0.2% | $2,289-42.5% | $3,906-66.3% |
| Participant deferral / active EE | $2,758 | $2,205+25.0% | $4,084-32.5% | $6,717-58.9% |
| Admin fee / account holder | $53 | $84-36.9% | $8,777-99.4% | $229-76.8% |