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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 |
|---|---|---|
MORNINGSTAR1 year Service code 26 · EIN 36-3297908 | Advisory (Participants) | $417 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $417 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,711 | $86,332-3.0% | $125,175-33.1% | $65,185+28.4% |
| Participation rate | 66.9% | 75.3%-8.4pp | 79.8%-12.9pp | 70.2%-3.3pp |
| Annual return | 22.71% | 27.43%-4.7pp | 43.79%-21.1pp | 29.38%-6.7pp |
| Employer contribution / active EE | $541 | $2,040-73.5% | $3,865-86.0% | $2,177-75.1% |
| Participant deferral / active EE | $3,430 | $3,537-3.0% | $4,937-30.5% | $3,514-2.4% |
| Admin fee / account holder | $35 | $609-94.3% | $9,702-99.6% | $847-95.9% |