Filed January 9, 2023
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $62,041 |
MORNINGSTAR2 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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,280 | $129,021-41.7% | $184,203-59.1% | $77,643-3.0% |
| Participation rate | 90.6% | 87.3%+3.2pp | 86.8%+3.8pp | 70.6%+20.0pp |
| Annual return | 19.09% | 33.27%-14.2pp | 28.81%-9.7pp | 31.24%-12.1pp |
| Employer contribution / active EE | $3,152 | $4,413-28.6% | $6,427-51.0% | $2,726+15.6% |
| Participant deferral / active EE | $6,620 | $7,297-9.3% | $9,131-27.5% | $4,647+42.5% |
| Admin fee / account holder | $126 | $254-50.5% | $13,901-99.1% | $430-70.8% |