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 | $65,946+130.0% | $81,783+85.5% | $77,671+95.3% |
| Participation rate | 98.9% | 65.8%+33.1pp | 72.4%+26.5pp | 70.6%+28.3pp |
| Annual return | 18.12% | 26.65%-8.5pp | 775.05%-756.9pp | 31.21%-13.1pp |
| Employer contribution / active EE | $4,800 | $2,371+102.4% | $2,913+64.8% | $2,726+76.1% |
| Participant deferral / active EE | $7,747 | $3,507+120.9% | $4,320+79.3% | $4,648+66.7% |
| Admin fee / account holder | $149 | $527-71.8% | $7,380-98.0% | $430-65.5% |