Filed May 18, 2017 (most recent of 2 filings on file)
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 10-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 99 · EIN 04-2675571 | Other Fees | $35,000 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,880 |
MORNINGSTAR1 year Filed as: MORNINGSTART Service code 27 | Advisory (Plan) | $4,318 |
MORNINGSTAR1 year Service code 26 · EIN 36-3297908 | Advisory (Participants) | $1,099 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,192 | $80,753+99.6% | $136,294+18.3% | $62,292+158.8% |
| Participation rate | 98.1% | 73.5%+24.5pp | 81.9%+16.1pp | 69.5%+28.5pp |
| Annual return | 19.61% | 35.83%-16.2pp | 5155.94%-5136.3pp | 28.90%-9.3pp |
| Employer contribution / active EE | $17,080 | $2,884+492.3% | $4,695+263.8% | $2,042+736.3% |
| Participant deferral / active EE | $11,047 | $5,164+113.9% | $6,247+76.8% | $3,169+248.6% |
| Admin fee / account holder | $45 | $525-91.4% | $9,243-99.5% | $479-90.6% |