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 26 · EIN 71-0294708 | Advisory (Participants) | $29,543 |
MORNINGSTAR2 years Service code 27 | Advisory (Plan) | $12,928 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANGEMENT LL Service code 26 · EIN 36-3297908 | Advisory (Participants) | $8,517 |
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 | $77,407 | $75,284+2.8% | $91,001-14.9% | $69,631+11.2% |
| Participation rate | 96.2% | 80.4%+15.8pp | 75.6%+20.6pp | 70.7%+25.5pp |
| Annual return | 21.73% | 48.40%-26.7pp | 4.60%+17.1pp | 27571.02%-27549.3pp |
| Employer contribution / active EE | $2,725 | $2,473+10.2% | $2,456+11.0% | $2,032+34.1% |
| Participant deferral / active EE | $5,271 | $3,700+42.5% | $3,547+48.6% | $3,224+63.5% |
| Admin fee / account holder | $53 | $111-52.2% | $5,417-99.0% | $110-52.1% |