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 | $76,668 |
Service code 26 · EIN 36-3429599 | Advisory (Participants) | $20,046 |
MORNINGSTAR2 years 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 | $119,918 | $84,784+41.4% | $98,439+21.8% | $74,419+61.1% |
| Participation rate | 93.1% | 81.5%+11.5pp | 75.2%+17.9pp | 70.7%+22.4pp |
| Annual return | 20.03% | 20.59%-0.6pp | 21.16%-1.1pp | 34.38%-14.4pp |
| Employer contribution / active EE | $7,581 | $3,364+125.4% | $3,048+148.7% | $2,637+187.5% |
| Participant deferral / active EE | $12,697 | $5,218+143.3% | $4,738+168.0% | $4,528+180.4% |
| Admin fee / account holder | $136 | $204-33.3% | $8,948-98.5% | $348-60.8% |