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 | $40,598 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,336 | $65,435-20.0% | $86,677-39.6% | $66,914-21.8% |
| Participation rate | 97.4% | 75.5%+21.9pp | 76.6%+20.8pp | 69.8%+27.6pp |
| Annual return | -19.29% | -10.89%-8.4pp | 35.91%-55.2pp | 1.58%-20.9pp |
| Employer contribution / active EE | $1,050 | $2,153-51.3% | $2,836-63.0% | $2,544-58.7% |
| Participant deferral / active EE | $3,025 | $4,100-26.2% | $4,656-35.0% | $4,237-28.6% |
| Admin fee / account holder | $140 | $642-78.2% | $7,493-98.1% | $593-76.4% |