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 9-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 |
|---|---|---|
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 51 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Investment Mgmt Fees | $25,395 |
SENTRY LIFE INSURANCE COMPANY OF NY3 years Service code 64 · EIN 16-0919109 | Recordkeeping Fees | $4,889 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,248 | $50,956+4.5% | $96,562-44.9% | $86,799-38.7% |
| Participation rate | 81.0% | 65.2%+15.8pp | 69.8%+11.2pp | 72.3%+8.8pp |
| Annual return | 13.02% | 21.27%-8.2pp | 37.78%-24.8pp | 97.91%-84.9pp |
| Employer contribution / active EE | $862 | $1,111-22.4% | $2,356-63.4% | $2,405-64.2% |
| Participant deferral / active EE | $3,501 | $2,954+18.5% | $3,849-9.0% | $4,131-15.2% |
| Admin fee / account holder | $84 | $166-49.5% | $6,181-98.6% | $170-50.5% |