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 | $37,326 |
Service code 27 · EIN 99-1321623 | Advisory (Plan) | $21,326 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,918 | $61,058-73.9% | $71,209-77.6% | $85,563-81.4% |
| Participation rate | 95.6% | 58.6%+37.0pp | 73.8%+21.8pp | 66.0%+29.6pp |
| Annual return | 26.39% | 100.41%-74.0pp | 282.51%-256.1pp | 31.51%-5.1pp |
| Employer contribution / active EE | $1,989 | $2,199-9.5% | $2,721-26.9% | $2,654-25.0% |
| Participant deferral / active EE | $2,640 | $3,173-16.8% | $4,175-36.8% | $4,375-39.7% |
| Admin fee / account holder | $53 | $855-93.8% | $5,349-99.0% | $834-93.7% |