Filed November 18, 2016
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 | $72,623 |
Service code 49 · EIN 41-1780150 | Other Services | $49,765 |
Filed as: THRIVENT INVESTMENT MANAGEMENT INC. Service code 49 · EIN 39-1559375 | Other Services | $7,038 |
MORNINGSTAR3 years 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 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,841 | $54,193-32.0% | $93,606-60.6% | $77,643-52.6% |
| Participation rate | 97.5% | 63.9%+33.6pp | 68.7%+28.8pp | 70.6%+26.9pp |
| Annual return | 12.48% | 30.54%-18.1pp | 133.20%-120.7pp | 31.24%-18.8pp |
| Employer contribution / active EE | $546 | $1,168-53.3% | $2,420-77.4% | $2,726-80.0% |
| Participant deferral / active EE | $4,181 | $3,144+33.0% | $4,411-5.2% | $4,647-10.0% |
| Admin fee / account holder | $78 | $576-86.4% | $8,285-99.1% | $430-81.8% |