Filed November 28, 2022 (most recent of 3 filings on file)
Total covered: 26 employees
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 | $54,428 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $37,007 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L 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 | $43,351 | $50,815-14.7% | $155,509-72.1% | $77,643-44.2% |
| Participation rate | 99.0% | 63.1%+35.9pp | 78.2%+20.8pp | 70.6%+28.5pp |
| Annual return | 9.49% | 34.80%-25.3pp | 64.67%-55.2pp | 31.24%-21.7pp |
| Employer contribution / active EE | $1,883 | $1,993-5.5% | $4,672-59.7% | $2,726-30.9% |
| Participant deferral / active EE | $5,552 | $2,822+96.8% | $5,626-1.3% | $4,647+19.5% |
| Admin fee / account holder | $154 | $437-64.7% | $15,912-99.0% | $430-64.2% |