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 | $172,592 |
MORNINGSTAR4 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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,863 | $123,077-28.6% | $116,228-24.4% | $102,872-14.6% |
| Participation rate | 53.5% | 87.0%-33.5pp | 74.6%-21.1pp | 73.0%-19.5pp |
| Annual return | 16.01% | 15.84%+0.2pp | 90.06%-74.0pp | 19.06%-3.0pp |
| Employer contribution / active EE | $1,510 | $4,380-65.5% | $2,994-49.6% | $3,526-57.2% |
| Participant deferral / active EE | $3,660 | $6,746-45.7% | $4,953-26.1% | $5,535-33.9% |
| Admin fee / account holder | $167 | $115+44.8% | $11,989-98.6% | $292-42.8% |