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 27 · EIN 04-2675571 | Advisory (Plan) | $39,923 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $35,416 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,937 | $89,588+41.7% | $136,007-6.7% | $77,643+63.5% |
| Participation rate | 94.9% | 74.3%+20.6pp | 76.5%+18.4pp | 70.6%+24.3pp |
| Annual return | 15.38% | 17.42%-2.0pp | 579.32%-563.9pp | 31.24%-15.9pp |
| Employer contribution / active EE | $2,270 | $3,491-35.0% | $4,217-46.2% | $2,726-16.7% |
| Participant deferral / active EE | $6,181 | $5,591+10.5% | $7,025-12.0% | $4,647+33.0% |
| Admin fee / account holder | $143 | $539-73.5% | $6,858-97.9% | $430-66.8% |