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 9-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 | $20,412 |
MORNINGSTAR1 year 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 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,947 | $122,239-54.2% | $184,203-69.6% | $74,495-24.9% |
| Participation rate | 90.3% | 85.5%+4.8pp | 86.8%+3.5pp | 67.2%+23.1pp |
| Annual return | 28.85% | 19.95%+8.9pp | 28.81%0pp | 1364.94%-1336.1pp |
| Employer contribution / active EE | $1,979 | $4,537-56.4% | $6,427-69.2% | $2,623-24.5% |
| Participant deferral / active EE | $3,680 | $7,139-48.4% | $9,131-59.7% | $4,346-15.3% |
| Admin fee / account holder | $115 | $1,260-90.9% | $13,901-99.2% | $1,942-94.1% |