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 7-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 | $22,418 |
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 | $103,018 | $88,890+15.9% | $102,423+0.6% | $77,643+32.7% |
| Participation rate | 94.5% | 80.9%+13.5pp | 76.5%+18.0pp | 70.6%+23.9pp |
| Annual return | 18.70% | 24.98%-6.3pp | 29.32%-10.6pp | 31.24%-12.5pp |
| Employer contribution / active EE | $3,732 | $2,698+38.4% | $3,023+23.4% | $2,726+36.9% |
| Participant deferral / active EE | $7,333 | $5,145+42.5% | $5,053+45.1% | $4,647+57.8% |
| Admin fee / account holder | $40 | $235-83.1% | $9,451-99.6% | $430-90.8% |