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 | $88,898 |
Service code 26 · EIN 36-3429599 | Advisory (Participants) | $40,000 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $134,901 | $84,784+59.1% | $98,439+37.0% | $74,419+81.3% |
| Participation rate | 91.5% | 81.5%+9.9pp | 75.2%+16.3pp | 70.7%+20.7pp |
| Annual return | 14.44% | 20.59%-6.2pp | 21.16%-6.7pp | 34.38%-19.9pp |
| Employer contribution / active EE | $6,457 | $3,364+91.9% | $3,048+111.8% | $2,637+144.8% |
| Participant deferral / active EE | $8,253 | $5,218+58.2% | $4,738+74.2% | $4,528+82.3% |
| Admin fee / account holder | $132 | $204-35.7% | $8,948-98.5% | $348-62.2% |