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 | $75,209 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
PBMARES, LLP2 years Service code 10 · EIN 54-0730737 | Accounting | $0 |
PENSION ASSURANCE LLP1 year Service code 10 · EIN 30-0840934 | Accounting | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,931 | $44,764+9.3% | $68,791-28.9% | $64,808-24.5% |
| Participation rate | 96.4% | 64.8%+31.6pp | 69.0%+27.3pp | 71.5%+24.9pp |
| Annual return | -16.20% | -10.91%-5.3pp | -6.38%-9.8pp | 32.82%-49.0pp |
| Employer contribution / active EE | $563 | $1,775-68.3% | $2,655-78.8% | $2,506-77.5% |
| Participant deferral / active EE | $4,055 | $3,238+25.2% | $3,941+2.9% | $4,310-5.9% |
| Admin fee / account holder | $139 | $151-8.5% | $4,932-97.2% | $188-26.2% |