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 | $38,217 |
STIFEL NICOLAUS & CO INC1 year Service code 49 · EIN 43-0538770 | Other Services | $10,622 |
MORNINGSTAR1 year 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 | $87,349 | $132,049-33.9% | $200,582-56.5% | $74,304+17.6% |
| Participation rate | 78.0% | 84.1%-6.1pp | 86.9%-8.9pp | 60.3%+17.7pp |
| Annual return | 15.03% | 22.22%-7.2pp | 42.33%-27.3pp | 29.43%-14.4pp |
| Employer contribution / active EE | $0 | $4,558-100.0% | $6,419-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $5,420 | $7,213-24.9% | $9,331-41.9% | $3,767+43.9% |
| Admin fee / account holder | $435 | $2,405-81.9% | $16,305-97.3% | $2,969-85.3% |