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 | $39,961 |
MORNINGSTAR3 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 | $107,274 | $58,926+82.0% | $97,226+10.3% | $74,495+44.0% |
| Participation rate | 96.3% | 63.5%+32.8pp | 72.7%+23.6pp | 67.2%+29.1pp |
| Annual return | 11.79% | 16.04%-4.2pp | 75.13%-63.3pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $2,719 | $1,894+43.5% | $2,729-0.4% | $2,623+3.6% |
| Participant deferral / active EE | $6,325 | $3,664+72.6% | $4,264+48.3% | $4,346+45.5% |
| Admin fee / account holder | $239 | $1,974-87.9% | $5,654-95.8% | $1,942-87.7% |