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 | $29,306 |
MORNINGSTAR2 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 | $68,144 | $79,171-13.9% | $102,423-33.5% | $74,495-8.5% |
| Participation rate | 94.6% | 74.8%+19.8pp | 76.5%+18.1pp | 67.2%+27.4pp |
| Annual return | 13.31% | 54.93%-41.6pp | 29.32%-16.0pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $2,151 | $2,362-8.9% | $3,023-28.8% | $2,623-18.0% |
| Participant deferral / active EE | $5,780 | $4,415+30.9% | $5,053+14.4% | $4,346+33.0% |
| Admin fee / account holder | $173 | $2,001-91.3% | $9,451-98.2% | $1,942-91.1% |