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 7-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 | $26,493 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,052 | $84,487-12.4% | $125,339-40.9% | $66,914+10.7% |
| Participation rate | 81.0% | 76.4%+4.6pp | 82.4%-1.3pp | 69.8%+11.2pp |
| Annual return | -18.61% | -8.39%-10.2pp | 572.05%-590.7pp | 1.58%-20.2pp |
| Employer contribution / active EE | $7,003 | $3,553+97.1% | $4,814+45.5% | $2,544+175.2% |
| Participant deferral / active EE | $8,223 | $6,781+21.3% | $7,446+10.4% | $4,237+94.1% |
| Admin fee / account holder | $122 | $685-82.3% | $10,010-98.8% | $593-79.5% |