Filed October 11, 2023
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIGNATURE ESTATE & INVESTMT ADVISOR Service code 27 · EIN 95-4806910 | Advisory (Plan) | $38,260 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,439 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,426 | $113,016-31.5% | $103,476-25.2% | $74,495+3.9% |
| Participation rate | 97.9% | 80.8%+17.1pp | 80.5%+17.3pp | 67.2%+30.7pp |
| Annual return | 25.78% | 23.24%+2.5pp | 23.90%+1.9pp | 1364.94%-1339.2pp |
| Employer contribution / active EE | $4,838 | $4,881-0.9% | $4,672+3.5% | $2,623+84.4% |
| Participant deferral / active EE | $13,320 | $7,279+83.0% | $6,623+101.1% | $4,346+206.5% |
| Admin fee / account holder | $424 | $1,709-75.2% | $9,413-95.5% | $1,942-78.2% |