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 | $56,502 |
MORNINGSTAR1 year 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 | $97,796 | $71,142+37.5% | $119,609-18.2% | $64,808+50.9% |
| Participation rate | 98.5% | 78.6%+19.8pp | 79.3%+19.2pp | 71.5%+27.0pp |
| Annual return | -15.94% | -10.01%-5.9pp | -14.97%-1.0pp | 32.82%-48.8pp |
| Employer contribution / active EE | $5,242 | $2,497+109.9% | $4,232+23.9% | $2,506+109.2% |
| Participant deferral / active EE | $7,236 | $4,490+61.2% | $5,602+29.2% | $4,310+67.9% |
| Admin fee / account holder | $128 | $162-21.2% | $10,323-98.8% | $188-31.9% |