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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.
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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 | $3,314 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $304,049 | $86,944+249.7% | $107,525+182.8% | $74,304+309.2% |
| Participation rate | 93.5% | 59.6%+33.9pp | 75.1%+18.4pp | 60.3%+33.1pp |
| Annual return | 7.03% | 23.52%-16.5pp | 181.32%-174.3pp | 29.43%-22.4pp |
| Employer contribution / active EE | $5,669 | $2,757+105.6% | $3,754+51.0% | $2,241+153.0% |
| Participant deferral / active EE | $12,145 | $3,554+241.7% | $5,116+137.4% | $3,767+222.4% |
| Admin fee / account holder | $27 | $3,727-99.3% | $8,919-99.7% | $2,969-99.1% |