Filed January 25, 2021 (most recent of 2 filings on file)
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 | $81,555 |
EDWARD JONES5 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $41,908 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,438 | $65,435+24.5% | $86,677-6.0% | $66,914+21.7% |
| Participation rate | 92.2% | 75.5%+16.8pp | 76.6%+15.7pp | 69.8%+22.4pp |
| Annual return | -15.75% | -10.89%-4.9pp | 35.91%-51.7pp | 1.58%-17.3pp |
| Employer contribution / active EE | $3,445 | $2,153+60.0% | $2,836+21.4% | $2,544+35.4% |
| Participant deferral / active EE | $5,509 | $4,100+34.3% | $4,656+18.3% | $4,237+30.0% |
| Admin fee / account holder | $317 | $642-50.5% | $7,493-95.8% | $593-46.5% |