Filed May 26, 2017
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 | $58,409 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $44,428 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,387 | $96,484+79.7% | $156,263+11.0% | $74,304+133.3% |
| Participation rate | 100.0% | 67.7%+32.3pp | 78.9%+21.1pp | 60.3%+39.7pp |
| Annual return | 18.28% | 17.73%+0.5pp | 59.47%-41.2pp | 29.43%-11.2pp |
| Employer contribution / active EE | $4,088 | $2,528+61.7% | $4,333-5.7% | $2,241+82.4% |
| Participant deferral / active EE | $10,462 | $4,286+144.1% | $6,158+69.9% | $3,767+177.7% |
| Admin fee / account holder | $426 | $3,728-88.6% | $14,255-97.0% | $2,969-85.6% |