Filed July 9, 2025 (most recent of 2 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 26 · EIN 71-0294708 | Advisory (Participants) | $29,075 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $16,748 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,462 | $111,608-52.1% | $177,821-69.9% | $73,409-27.2% |
| Participation rate | 98.4% | 87.9%+10.6pp | 87.7%+10.7pp | 72.2%+26.3pp |
| Annual return | 15.20% | 18.23%-3.0pp | 48.32%-33.1pp | 59.29%-44.1pp |
| Employer contribution / active EE | $2,731 | $3,796-28.1% | $5,918-53.9% | $2,234+22.3% |
| Participant deferral / active EE | $4,195 | $6,199-32.3% | $7,714-45.6% | $3,805+10.2% |
| Admin fee / account holder | $117 | $166-29.2% | $12,427-99.1% | $158-25.8% |