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 8-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 | $85,147 |
Service code 26 · EIN 36-3429599 | Advisory (Participants) | $40,000 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,407 | $81,908+59.2% | $90,749+43.7% | $64,808+101.2% |
| Participation rate | 92.9% | 80.5%+12.5pp | 75.7%+17.2pp | 71.5%+21.5pp |
| Annual return | -15.82% | -12.53%-3.3pp | -12.16%-3.7pp | 32.82%-48.6pp |
| Employer contribution / active EE | $6,174 | $3,065+101.4% | $2,921+111.4% | $2,506+146.4% |
| Participant deferral / active EE | $8,284 | $4,840+71.1% | $4,564+81.5% | $4,310+92.2% |
| Admin fee / account holder | $134 | $157-15.0% | $8,445-98.4% | $188-28.9% |