Filed December 13, 2021 (most recent of 14 filings on file)
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 | $284,363 |
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 | $63,830 | $111,072-42.5% | $156,263-59.2% | $102,872-38.0% |
| Participation rate | 92.2% | 80.1%+12.0pp | 78.9%+13.3pp | 73.0%+19.1pp |
| Annual return | 25.22% | 16.98%+8.2pp | 59.47%-34.2pp | 19.06%+6.2pp |
| Employer contribution / active EE | $0 | $4,017-100.0% | $4,333-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $5,379 | $5,455-1.4% | $6,158-12.7% | $5,535-2.8% |
| Admin fee / account holder | $71 | $120-40.7% | $14,255-99.5% | $292-75.5% |