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 |
|---|---|---|
TIM KELLY5 years Filed as: TIM KERTZ, JOE HARTMAN, ELGIN REES Service code 27 · EIN 34-1542819 | Advisory (Plan) | $81,723 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,665 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,532 | $117,025-32.0% | $91,541-13.1% | $85,563-7.0% |
| Participation rate | 99.6% | 64.2%+35.4pp | 69.8%+29.8pp | 66.0%+33.7pp |
| Annual return | 3.85% | 18.02%-14.2pp | 20.50%-16.6pp | 31.51%-27.7pp |
| Employer contribution / active EE | $4,401 | $2,120+107.5% | $2,505+75.7% | $2,654+65.8% |
| Participant deferral / active EE | $2,008 | $3,446-41.7% | $4,008-49.9% | $4,375-54.1% |
| Admin fee / account holder | $236 | $1,242-81.0% | $6,956-96.6% | $834-71.7% |