Filed December 1, 2022 (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 13 · EIN 42-0127290 | Contract Administrator | $80,805 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $15,992 |
MORNINGSTAR1 year 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 | $151,674 | $65,908+130.1% | $81,812+85.4% | $77,643+95.3% |
| Participation rate | 98.9% | 65.8%+33.1pp | 72.3%+26.5pp | 70.6%+28.3pp |
| Annual return | 18.12% | 26.64%-8.5pp | 773.79%-755.7pp | 31.24%-13.1pp |
| Employer contribution / active EE | $4,800 | $2,370+102.5% | $2,912+64.8% | $2,726+76.1% |
| Participant deferral / active EE | $7,747 | $3,505+121.0% | $4,319+79.4% | $4,647+66.7% |
| Admin fee / account holder | $149 | $526-71.8% | $7,386-98.0% | $430-65.5% |