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 6-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 64 · EIN 39-6040276 | Recordkeeping Fees | $17,362 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 51 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Investment Mgmt Fees | $1,392 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,264 | $59,417-72.6% | $93,606-82.6% | $74,495-78.2% |
| Participation rate | 96.4% | 59.7%+36.7pp | 68.7%+27.6pp | 67.2%+29.2pp |
| Annual return | 16.44% | 81.83%-65.4pp | 133.20%-116.8pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $540 | $1,264-57.3% | $2,420-77.7% | $2,623-79.4% |
| Participant deferral / active EE | $3,466 | $3,050+13.6% | $4,411-21.4% | $4,346-20.2% |
| Admin fee / account holder | $74 | $3,021-97.5% | $8,285-99.1% | $1,942-96.2% |