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 | $5,757 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,688 | $122,239-17.6% | $184,203-45.3% | $74,495+35.2% |
| Participation rate | 79.9% | 85.5%-5.6pp | 86.8%-7.0pp | 67.2%+12.7pp |
| Annual return | 9.68% | 19.95%-10.3pp | 28.81%-19.1pp | 1364.94%-1355.3pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,427-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $5,635 | $7,139-21.1% | $9,131-38.3% | $4,346+29.7% |
| Admin fee / account holder | $612 | $1,260-51.4% | $13,901-95.6% | $1,942-68.5% |