Filed May 11, 2023
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 17 · EIN 13-5674085 | Pension Consulting | $49,153 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $30,339 |
ASCENSUS LLC3 years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 49 · EIN 31-1560462 | Other Services | $5,905 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 | Advisory (Participants) | $0 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,496 | $131,799-40.4% | $200,582-60.9% | $85,563-8.3% |
| Participation rate | 72.1% | 87.9%-15.8pp | 86.9%-14.8pp | 66.0%+6.1pp |
| Annual return | 16.17% | 21.59%-5.4pp | 42.33%-26.2pp | 31.51%-15.3pp |
| Employer contribution / active EE | $3,285 | $4,532-27.5% | $6,419-48.8% | $2,654+23.8% |
| Participant deferral / active EE | $6,827 | $7,702-11.4% | $9,331-26.8% | $4,375+56.0% |
| Admin fee / account holder | $288 | $235+22.5% | $16,305-98.2% | $834-65.5% |