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 | $86,440 |
MORNINGSTAR4 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 | $91,845 | $128,899-28.7% | $113,168-18.8% | $102,872-10.7% |
| Participation rate | 95.4% | 87.0%+8.4pp | 76.6%+18.8pp | 73.0%+22.4pp |
| Annual return | 18.84% | 15.88%+3.0pp | 24.27%-5.4pp | 19.06%-0.2pp |
| Employer contribution / active EE | $1,703 | $3,713-54.1% | $2,975-42.8% | $3,526-51.7% |
| Participant deferral / active EE | $5,091 | $6,787-25.0% | $5,107-0.3% | $5,535-8.0% |
| Admin fee / account holder | $73 | $129-43.6% | $12,068-99.4% | $292-75.0% |