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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 13 · EIN 42-0127290 | Contract Administrator | $95,635 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $62,373 |
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 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $127,899 | $100,923+26.7% | $150,045-14.8% | $74,304+72.1% |
| Participation rate | 88.6% | 70.1%+18.5pp | 82.3%+6.2pp | 60.3%+28.2pp |
| Annual return | 11.54% | 51.77%-40.2pp | 62.55%-51.0pp | 29.43%-17.9pp |
| Employer contribution / active EE | $1,718 | $3,463-50.4% | $4,693-63.4% | $2,241-23.4% |
| Participant deferral / active EE | $6,694 | $6,709-0.2% | $7,997-16.3% | $3,767+77.7% |
| Admin fee / account holder | $548 | $2,767-80.2% | $13,435-95.9% | $2,969-81.6% |