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 |
|---|---|---|
MORNINGSTAR2 years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $12,713 |
MORNINGSTAR1 year Filed as: MORNIGSTAR INVESTMENT MANAGEMEN LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $6,714 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $33,518 | $96,458-65.3% | $136,294-75.4% | $77,958-57.0% |
| Participation rate | 73.8% | 75.4%-1.6pp | 81.9%-8.1pp | 71.6%+2.1pp |
| Annual return | 37.32% | 23.78%+13.5pp | 5155.94%-5118.6pp | 20.87%+16.5pp |
| Employer contribution / active EE | $2,559 | $3,144-18.6% | $4,695-45.5% | $2,310+10.8% |
| Participant deferral / active EE | $7,673 | $5,902+30.0% | $6,247+22.8% | $3,537+117.0% |
| Admin fee / account holder | $52 | $80-35.2% | $9,243-99.4% | $97-46.4% |