Filed May 2, 2017
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 9-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 | $19,416 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,447 | $50,982+16.6% | $154,803-61.6% | $85,563-30.5% |
| Participation rate | 51.4% | 59.8%-8.4pp | 78.1%-26.7pp | 66.0%-14.5pp |
| Annual return | 11.99% | 30.35%-18.4pp | 58.88%-46.9pp | 31.51%-19.5pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $5,154 | $2,474+108.3% | $5,540-7.0% | $4,375+17.8% |
| Admin fee / account holder | $70 | $846-91.7% | $14,329-99.5% | $834-91.6% |