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 | $91,760+89.0% | $156,181+11.0% | $67,986+155.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 78.8%+21.2pp | 57.2%+42.8pp |
| Annual return | 18.28% | 18.14%+0.1pp | 64.87%-46.6pp | 31.67%-13.4pp |
| Employer contribution / active EE | $4,088 | $2,419+69.0% | $4,294-4.8% | $2,019+102.5% |
| Participant deferral / active EE | $10,462 | $3,960+164.2% | $6,132+70.6% | $3,358+211.5% |
| Admin fee / account holder | $426 | $3,949-89.2% | $14,586-97.1% | $3,203-86.7% |