Filed June 23, 2025
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 | $144,315 |
MORNINGSTAR1 year 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 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,637 | $2,679,533-97.6% | $164,813-60.2% | $199,593-67.1% |
| Participation rate | 96.3% | 78.3%+18.0pp | 78.6%+17.7pp | 72.0%+24.4pp |
| Annual return | 18.44% | 17.93%+0.5pp | 69.93%-51.5pp | 34.25%-15.8pp |
| Employer contribution / active EE | $1,736 | $2,970-41.6% | $4,341-60.0% | $3,034-42.8% |
| Participant deferral / active EE | $6,033 | $5,010+20.4% | $6,0310% | $5,087+18.6% |
| Admin fee / account holder | $122 | $1,982-93.8% | $12,690-99.0% | $269-54.6% |