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 | $82,178 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $79,292 | $88,890-10.8% | $102,423-22.6% | $77,643+2.1% |
| Participation rate | 94.9% | 80.9%+14.0pp | 76.5%+18.4pp | 70.6%+24.3pp |
| Annual return | 15.02% | 24.98%-10.0pp | 29.32%-14.3pp | 31.24%-16.2pp |
| Employer contribution / active EE | $1,717 | $2,698-36.4% | $3,023-43.2% | $2,726-37.0% |
| Participant deferral / active EE | $4,872 | $5,145-5.3% | $5,053-3.6% | $4,647+4.8% |
| Admin fee / account holder | $72 | $235-69.6% | $9,451-99.2% | $430-83.4% |