See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,295 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,327 | $56,317-65.7% | $71,209-72.9% | $74,304-74.0% |
| Participation rate | 88.5% | 55.1%+33.4pp | 73.8%+14.7pp | 60.3%+28.1pp |
| Annual return | 32.45% | 42.83%-10.4pp | 282.51%-250.1pp | 29.43%+3.0pp |
| Employer contribution / active EE | $1,224 | $2,160-43.3% | $2,721-55.0% | $2,241-45.4% |
| Participant deferral / active EE | $2,105 | $2,788-24.5% | $4,175-49.6% | $3,767-44.1% |
| Admin fee / account holder | $131 | $2,290-94.3% | $5,349-97.6% | $2,969-95.6% |