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 | $20,496 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,186 | $86,655+7.5% | $119,609-22.1% | $66,914+39.3% |
| Participation rate | 97.2% | 75.6%+21.6pp | 79.3%+17.9pp | 69.8%+27.4pp |
| Annual return | -14.82% | -8.00%-6.8pp | -14.97%+0.1pp | 1.58%-16.4pp |
| Employer contribution / active EE | $1,010 | $2,536-60.2% | $4,232-76.1% | $2,544-60.3% |
| Participant deferral / active EE | $4,300 | $4,358-1.3% | $5,602-23.2% | $4,237+1.5% |
| Admin fee / account holder | $127 | $755-83.1% | $10,323-98.8% | $593-78.5% |