Filed March 22, 2021
Total covered: 21 employees
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 13 · EIN 42-0127290 | Contract Administrator | $175,653 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,717 | $67,512-82.6% | $185,823-93.7% | $93,030-87.4% |
| Participation rate | 83.4% | 67.1%+16.3pp | 81.7%+1.7pp | 73.9%+9.5pp |
| Annual return | 17.33% | 21.04%-3.7pp | 122.05%-104.7pp | 158.70%-141.4pp |
| Employer contribution / active EE | $564 | $1,783-68.4% | $5,167-89.1% | $2,706-79.2% |
| Participant deferral / active EE | $1,562 | $3,035-48.5% | $5,568-71.9% | $4,562-65.8% |
| Admin fee / account holder | $99 | $318-69.0% | $16,237-99.4% | $152-35.0% |