Filed August 28, 2025 (most recent of 5 filings on file)
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $218,031 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $116,103 | $2,679,533-95.7% | $164,866-29.6% | $199,768-41.9% |
| Participation rate | 65.4% | 78.3%-12.9pp | 78.6%-13.2pp | 72.0%-6.6pp |
| Annual return | 45.27% | 17.93%+27.3pp | 69.97%-24.7pp | 34.26%+11.0pp |
| Employer contribution / active EE | $4,230 | $2,970+42.4% | $4,343-2.6% | $3,037+39.3% |
| Participant deferral / active EE | $2,879 | $5,010-42.5% | $6,033-52.3% | $5,090-43.4% |
| Admin fee / account holder | $130 | $1,982-93.4% | $12,689-99.0% | $269-51.6% |