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 | $189,523 |
MORNINGSTAR3 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 | $13,927 | $50,127-72.2% | $149,673-90.7% | $80,160-82.6% |
| Participation rate | 81.2% | 64.3%+17.0pp | 78.8%+2.5pp | 72.9%+8.3pp |
| Annual return | 17.52% | 29.82%-12.3pp | 134.42%-116.9pp | 40.38%-22.9pp |
| Employer contribution / active EE | $775 | $1,865-58.4% | $4,818-83.9% | $2,978-74.0% |
| Participant deferral / active EE | $1,865 | $3,194-41.6% | $5,680-67.2% | $5,017-62.8% |
| Admin fee / account holder | $84 | $153-45.2% | $13,210-99.4% | $145-42.3% |