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 |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT Service code 26 · EIN 36-4317381 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $1,180 |
Service code 26 · EIN 71-0294708 5780 POWERS FERRY ROAD NW · ATLANTA, GA 303274390 | Advisory (Participants) | $1,134 |
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 | $30,582 | $57,976-47.3% | $62,995-51.5% | $62,292-50.9% |
| Participation rate | 80.2% | 75.9%+4.2pp | 74.8%+5.3pp | 69.5%+10.6pp |
| Annual return | 13.96% | 17.54%-3.6pp | 87.57%-73.6pp | 28.90%-14.9pp |
| Employer contribution / active EE | $1,930 | $2,415-20.1% | $2,759-30.0% | $2,042-5.5% |
| Participant deferral / active EE | $1,494 | $2,956-49.5% | $3,329-55.1% | $3,169-52.9% |
| Admin fee / account holder | $37 | $276-86.6% | $3,600-99.0% | $479-92.3% |