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 10-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 | $45,282 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,018 | $185,342-84.9% | $111,297-74.8% | $86,799-67.7% |
| Participation rate | 97.4% | 81.0%+16.4pp | 77.3%+20.1pp | 72.3%+25.1pp |
| Annual return | 257.56% | 500.80%-243.2pp | 54.65%+202.9pp | 97.91%+159.6pp |
| Employer contribution / active EE | $2,300 | $2,246+2.4% | $2,731-15.8% | $2,405-4.4% |
| Participant deferral / active EE | $2,676 | $4,458-40.0% | $4,487-40.4% | $4,131-35.2% |
| Admin fee / account holder | $49 | $255-80.9% | $7,964-99.4% | $170-71.2% |