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 | $92,973 |
MORNINGSTAR3 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 | $96,051 | $108,549-11.5% | $156,263-38.5% | $85,563+12.3% |
| Participation rate | 95.2% | 77.1%+18.1pp | 78.9%+16.3pp | 66.0%+29.3pp |
| Annual return | 72.74% | 21.79%+51.0pp | 59.47%+13.3pp | 31.51%+41.2pp |
| Employer contribution / active EE | $999 | $2,690-62.9% | $4,333-76.9% | $2,654-62.4% |
| Participant deferral / active EE | $4,689 | $4,800-2.3% | $6,158-23.9% | $4,375+7.2% |
| Admin fee / account holder | $135 | $650-79.2% | $14,255-99.1% | $834-83.8% |