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) | $14,053 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANGEMENT LL Service code 26 · EIN 36-4317381 | Advisory (Participants) | $6,809 |
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 | $75,084 | $98,982-24.1% | $162,163-53.7% | $65,185+15.2% |
| Participation rate | 81.5% | 85.8%-4.3pp | 87.6%-6.0pp | 70.2%+11.3pp |
| Annual return | 23.63% | 24.84%-1.2pp | 115.59%-92.0pp | 29.38%-5.8pp |
| Employer contribution / active EE | $3,290 | $3,467-5.1% | $5,614-41.4% | $2,177+51.1% |
| Participant deferral / active EE | $3,459 | $5,384-35.8% | $7,298-52.6% | $3,514-1.6% |
| Admin fee / account holder | $125 | $596-79.1% | $10,843-98.9% | $847-85.3% |