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 5-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 | $21,969 |
Filed as: INTEGRATED INVESTMENT CONSULTANTS, Service code 27 · EIN 47-4077557 | Advisory (Plan) | $5,014 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,916 | $80,724-66.7% | $103,333-74.0% | $74,495-63.9% |
| Participation rate | 88.8% | 65.7%+23.1pp | 74.5%+14.3pp | 67.2%+21.6pp |
| Annual return | 16.91% | 27.56%-10.7pp | 24.88%-8.0pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $869 | $3,157-72.5% | $3,868-77.5% | $2,623-66.9% |
| Participant deferral / active EE | $5,929 | $3,860+53.6% | $5,057+17.2% | $4,346+36.4% |
| Admin fee / account holder | $170 | $2,368-92.8% | $8,355-98.0% | $1,942-91.3% |