Filed December 4, 2023
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 | $21,278 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,760 | $93,182+23.2% | $146,665-21.8% | $79,386+44.6% |
| Participation rate | 97.8% | 76.4%+21.4pp | 80.1%+17.8pp | 70.7%+27.1pp |
| Annual return | 14.03% | 21.61%-7.6pp | 22.74%-8.7pp | 116.85%-102.8pp |
| Employer contribution / active EE | $905 | $2,420-62.6% | $4,136-78.1% | $2,427-62.7% |
| Participant deferral / active EE | $3,775 | $4,169-9.5% | $5,506-31.4% | $4,046-6.7% |
| Admin fee / account holder | $131 | $585-77.5% | $10,280-98.7% | $626-79.0% |