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) | $16,236 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $6,511 |
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 | $99,943 | $130,194-23.2% | $169,993-41.2% | $71,457+39.9% |
| Participation rate | 80.8% | 86.1%-5.3pp | 87.0%-6.2pp | 67.9%+12.9pp |
| Annual return | 17.10% | 20.37%-3.3pp | 53.37%-36.3pp | 28.85%-11.7pp |
| Employer contribution / active EE | $4,103 | $4,381-6.3% | $6,785-39.5% | $2,588+58.6% |
| Participant deferral / active EE | $3,912 | $6,923-43.5% | $10,408-62.4% | $4,289-8.8% |
| Admin fee / account holder | $136 | $966-85.9% | $12,815-98.9% | $1,587-91.4% |