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 13 · EIN 42-0127290 | Contract Administrator | $61,397 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MAGAMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 27 | Advisory (Plan) | $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 | $23,328 | $40,385-42.2% | $80,569-71.0% | $74,419-68.7% |
| Participation rate | 95.3% | 47.4%+47.9pp | 67.0%+28.3pp | 70.7%+24.6pp |
| Annual return | 25.52% | 164.85%-139.3pp | 935.43%-909.9pp | 34.38%-8.9pp |
| Employer contribution / active EE | $1,389 | $1,496-7.1% | $2,723-49.0% | $2,637-47.3% |
| Participant deferral / active EE | $5,555 | $2,674+107.7% | $4,447+24.9% | $4,528+22.7% |
| Admin fee / account holder | $155 | $720-78.5% | $5,377-97.1% | $348-55.5% |