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 | $76,919 |
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 | $132,737 | $89,436+48.4% | $164,813-19.5% | $77,643+71.0% |
| Participation rate | 97.4% | 78.6%+18.8pp | 78.6%+18.8pp | 70.6%+26.9pp |
| Annual return | 13.86% | 28.83%-15.0pp | 69.93%-56.1pp | 31.24%-17.4pp |
| Employer contribution / active EE | $5,848 | $2,569+127.7% | $4,341+34.7% | $2,726+114.5% |
| Participant deferral / active EE | $8,132 | $4,897+66.1% | $6,031+34.8% | $4,647+75.0% |
| Admin fee / account holder | $172 | $339-49.4% | $12,690-98.6% | $430-60.1% |