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 |
|---|---|---|
E CRAIG YOUNG3 years Filed as: CRAIG EDMUND BRUNO Service code 99 · EIN 26-0378460 | Other Fees | $13,230 |
MORNINGSTAR3 years Service code 27 | Advisory (Plan) | $955 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,720 | $56,152-75.6% | $185,823-92.6% | $73,409-81.3% |
| Participation rate | 90.7% | 67.6%+23.1pp | 78.0%+12.6pp | 72.2%+18.5pp |
| Annual return | 13.62% | 17.59%-4.0pp | 35.95%-22.3pp | 59.29%-45.7pp |
| Employer contribution / active EE | $894 | $1,532-41.6% | $4,087-78.1% | $2,234-60.0% |
| Participant deferral / active EE | $2,061 | $3,659-43.7% | $5,632-63.4% | $3,805-45.8% |
| Admin fee / account holder | $43 | $132-67.6% | $9,500-99.5% | $158-72.9% |