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 8-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 | $82,884 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $15,552 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $11,168 |
MORNINGSTAR3 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 |
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 | $48,811 | $59,054-17.3% | $97,226-49.8% | $77,643-37.1% |
| Participation rate | 98.3% | 67.9%+30.4pp | 72.7%+25.6pp | 70.6%+27.7pp |
| Annual return | 40.11% | 16.96%+23.1pp | 75.13%-35.0pp | 31.24%+8.9pp |
| Employer contribution / active EE | $3,957 | $1,742+127.2% | $2,729+45.0% | $2,726+45.2% |
| Participant deferral / active EE | $10,494 | $3,930+167.0% | $4,264+146.1% | $4,647+125.8% |
| Admin fee / account holder | $297 | $346-14.1% | $5,654-94.7% | $430-30.9% |