Filed March 4, 2016
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 |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 | Advisory (Participants) | $2,670 |
MORNINGSTAR3+ years Service code 26 | Advisory (Participants) | $2,621 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,542 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,208 | $45,324-44.4% | $122,332-79.4% | $69,631-63.8% |
| Participation rate | 78.1% | 59.9%+18.2pp | 71.6%+6.5pp | 70.7%+7.4pp |
| Annual return | 15.96% | 25.35%-9.4pp | 30.27%-14.3pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $1,588 | $1,230+29.2% | $4,050-60.8% | $2,032-21.8% |
| Participant deferral / active EE | $1,383 | $2,367-41.6% | $3,287-57.9% | $3,224-57.1% |
| Admin fee / account holder | $27 | $87-69.2% | $5,478-99.5% | $110-75.8% |