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 | $42,508 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $32,151 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,479 | $101,317-47.2% | $146,958-63.6% | $74,495-28.2% |
| Participation rate | 98.4% | 75.5%+22.8pp | 82.2%+16.2pp | 67.2%+31.2pp |
| Annual return | 16.50% | 8730.91%-8714.4pp | 418.34%-401.8pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $3,026 | $3,810-20.6% | $4,933-38.7% | $2,623+15.4% |
| Participant deferral / active EE | $14,598 | $7,303+99.9% | $8,070+80.9% | $4,346+235.9% |
| Admin fee / account holder | $319 | $1,739-81.7% | $12,998-97.5% | $1,942-83.6% |