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 | $20,840 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $8,904 |
MORNINGSTAR2 years 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 | $102,806 | $82,978+23.9% | $129,995-20.9% | $71,457+43.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 16.92% | 20.60%-3.7pp | -137.18%+154.1pp | 28.85%-11.9pp |
| Employer contribution / active EE | $922 | $2,622-64.8% | $4,320-78.7% | $2,588-64.4% |
| Participant deferral / active EE | $4,215 | $4,432-4.9% | $5,820-27.6% | $4,289-1.7% |
| Admin fee / account holder | $179 | $1,729-89.6% | $10,614-98.3% | $1,587-88.7% |