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 |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 27 · EIN 36-3697908 | Advisory (Plan) | $0 |
MORRIS AND MARTIN LLP1 year Service code 99 · EIN 58-1418696 | Other Fees | $0 |
Filed as: PRECISION PLAN ADMINISTRATION LLC Service code 49 PO BOX 9575 · WARNER ROBINS, GA 31095 | Other Services | $0 |
Filed as: VOYA INSURANCE & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $96,047 | $121,341-20.8% | $189,513-49.3% | $79,386+21.0% |
| Participation rate | 78.0% | 86.1%-8.1pp | 87.8%-9.8pp | 70.7%+7.3pp |
| Annual return | 11.63% | 21.08%-9.5pp | 555.15%-543.5pp | 116.85%-105.2pp |
| Employer contribution / active EE | $658 | $3,915-83.2% | $6,162-89.3% | $2,427-72.9% |
| Participant deferral / active EE | $3,142 | $6,395-50.9% | $8,221-61.8% | $4,046-22.3% |
| Admin fee / account holder | $31 | $651-95.3% | $12,045-99.7% | $626-95.1% |