Filed June 13, 2024 (most recent of 2 filings on file)
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 10-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $76,157 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $53,785 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $246 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,032 | $56,485-2.6% | $185,823-70.4% | $86,799-36.6% |
| Participation rate | 95.0% | 65.5%+29.5pp | 81.7%+13.3pp | 72.3%+22.7pp |
| Annual return | 13.47% | 118.04%-104.6pp | 122.05%-108.6pp | 97.91%-84.4pp |
| Employer contribution / active EE | $1,610 | $1,843-12.6% | $5,167-68.8% | $2,405-33.1% |
| Participant deferral / active EE | $4,297 | $2,553+68.3% | $5,568-22.8% | $4,131+4.0% |
| Admin fee / account holder | $261 | $150+74.6% | $16,237-98.4% | $170+54.0% |