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 10-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 | $117,806 |
Service code 49 · EIN 41-0973005 | Other Services | $4,237 |
MORNINGSTAR2 years 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 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $44,964 | $95,880-53.1% | $107,525-58.2% | $85,563-47.4% |
| Participation rate | 84.4% | 70.1%+14.3pp | 75.1%+9.4pp | 66.0%+18.5pp |
| Annual return | 15.54% | 68.06%-52.5pp | 181.32%-165.8pp | 31.51%-16.0pp |
| Employer contribution / active EE | $1,145 | $3,812-70.0% | $3,754-69.5% | $2,654-56.9% |
| Participant deferral / active EE | $4,034 | $4,201-4.0% | $5,116-21.1% | $4,375-7.8% |
| Admin fee / account holder | $303 | $1,025-70.5% | $8,919-96.6% | $834-63.7% |