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 | $97,059 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,323 | $92,055-28.0% | $106,213-37.6% | $77,643-14.6% |
| Participation rate | 94.2% | 81.0%+13.2pp | 75.3%+18.9pp | 70.6%+23.6pp |
| Annual return | 15.43% | 17.91%-2.5pp | 116.14%-100.7pp | 31.24%-15.8pp |
| Employer contribution / active EE | $1,739 | $3,367-48.4% | $3,171-45.2% | $2,726-36.2% |
| Participant deferral / active EE | $4,612 | $5,386-14.4% | $5,016-8.0% | $4,647-0.8% |
| Admin fee / account holder | $76 | $219-65.2% | $11,033-99.3% | $430-82.3% |