Filed November 11, 2024
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 26 · EIN 71-0294708 | Advisory (Participants) | $15,338 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANGEMENT LL Service code 26 · EIN 36-4317381 | Advisory (Participants) | $7,780 |
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 | $71,857 | $79,523-9.6% | $140,016-48.7% | $56,287+27.7% |
| Participation rate | 79.2% | 85.7%-6.5pp | 87.5%-8.3pp | 69.9%+9.4pp |
| Annual return | -4.27% | 2.39%-6.7pp | 651.12%-655.4pp | -9.96%+5.7pp |
| Employer contribution / active EE | $3,592 | $3,350+7.2% | $5,606-35.9% | $2,111+70.2% |
| Participant deferral / active EE | $3,747 | $5,129-26.9% | $6,927-45.9% | $3,350+11.9% |
| Admin fee / account holder | $159 | $614-74.1% | $10,705-98.5% | $521-69.5% |