Filed April 25, 2018
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 | $97,190 |
Filed as: MMA SECURITES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $43,070 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,506 | $47,126+96.3% | $149,673-38.2% | $74,419+24.3% |
| Participation rate | 72.4% | 63.4%+9.0pp | 78.8%-6.3pp | 70.7%+1.7pp |
| Annual return | 16.38% | 22.75%-6.4pp | 134.42%-118.0pp | 34.38%-18.0pp |
| Employer contribution / active EE | $1,764 | $1,905-7.4% | $4,818-63.4% | $2,637-33.1% |
| Participant deferral / active EE | $4,078 | $2,728+49.5% | $5,680-28.2% | $4,528-9.9% |
| Admin fee / account holder | $229 | $343-33.3% | $13,210-98.3% | $348-34.3% |