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 | $155,052 |
MORNINGSTAR2 years 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 | $10,935 | $45,000-75.7% | $143,757-92.4% | $77,904-86.0% |
| Participation rate | 81.9% | 66.8%+15.1pp | 80.3%+1.6pp | 73.7%+8.3pp |
| Annual return | -15.06% | 29.03%-44.1pp | -0.04%-15.0pp | 12.21%-27.3pp |
| Employer contribution / active EE | $628 | $1,870-66.4% | $4,951-87.3% | $2,848-77.9% |
| Participant deferral / active EE | $1,700 | $3,157-46.1% | $5,637-69.8% | $4,806-64.6% |
| Admin fee / account holder | $72 | $98-26.9% | $14,673-99.5% | $133-45.7% |