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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $67,617 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,549 | $42,353-51.5% | $79,550-74.2% | $64,808-68.3% |
| Participation rate | 96.0% | 64.8%+31.3pp | 69.5%+26.5pp | 71.5%+24.6pp |
| Annual return | -17.68% | -12.24%-5.4pp | 0.16%-17.8pp | 32.82%-50.5pp |
| Employer contribution / active EE | $537 | $1,181-54.5% | $2,413-77.7% | $2,506-78.6% |
| Participant deferral / active EE | $2,842 | $3,170-10.4% | $3,985-28.7% | $4,310-34.1% |
| Admin fee / account holder | $86 | $160-45.9% | $6,832-98.7% | $188-54.0% |