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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.
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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 | $162,744 |
Filed as: IFP ADVISORS, INC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $66,406 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $71,142-100.0% | $119,609-100.0% | $64,808-100.0% |
| Participation rate | 0.0% | 78.6%-78.6pp | 79.3%-79.3pp | 71.5%-71.5pp |
| Annual return | -5.88% | -10.01%+4.1pp | -14.97%+9.1pp | 32.82%-38.7pp |
| Employer contribution / active EE | $1,761 | $2,497-29.5% | $4,232-58.4% | $2,506-29.7% |
| Participant deferral / active EE | $3,880 | $4,490-13.6% | $5,602-30.7% | $4,310-10.0% |
| Admin fee / account holder | $0 | $162-100.0% | $10,323-100.0% | $188-100.0% |