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 | $55,034 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $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 | $83,257 | $89,436-6.9% | $164,813-49.5% | $77,643+7.2% |
| Participation rate | 95.7% | 78.6%+17.1pp | 78.6%+17.1pp | 70.6%+25.1pp |
| Annual return | 30.56% | 28.83%+1.7pp | 69.93%-39.4pp | 31.24%-0.7pp |
| Employer contribution / active EE | $1,109 | $2,569-56.8% | $4,341-74.5% | $2,726-59.3% |
| Participant deferral / active EE | $4,540 | $4,897-7.3% | $6,031-24.7% | $4,647-2.3% |
| Admin fee / account holder | $119 | $339-65.0% | $12,690-99.1% | $430-72.4% |