Filed February 13, 2019
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 | $68,195 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 26 · EIN 36-3429599 | Advisory (Participants) | $20,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $93,820 | $81,908+14.5% | $90,749+3.4% | $64,808+44.8% |
| Participation rate | 96.0% | 80.5%+15.6pp | 75.7%+20.4pp | 71.5%+24.6pp |
| Annual return | -11.91% | -12.53%+0.6pp | -12.16%+0.3pp | 32.82%-44.7pp |
| Employer contribution / active EE | $5,642 | $3,065+84.1% | $2,921+93.2% | $2,506+125.2% |
| Participant deferral / active EE | $8,566 | $4,840+77.0% | $4,564+87.7% | $4,310+98.7% |
| Admin fee / account holder | $101 | $157-35.6% | $8,445-98.8% | $188-46.1% |