Filed April 28, 2022 (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 | $137,820 |
Filed as: EAGLE STRATEGIES, LLC Service code 27 · EIN 13-5582869 | Advisory (Plan) | $54,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $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 | $31,619 | $45,000-29.7% | $143,757-78.0% | $77,904-59.4% |
| Participation rate | 97.0% | 66.8%+30.2pp | 80.3%+16.7pp | 73.7%+23.3pp |
| Annual return | -13.69% | 29.03%-42.7pp | -0.04%-13.6pp | 12.21%-25.9pp |
| Employer contribution / active EE | $1,814 | $1,870-3.0% | $4,951-63.4% | $2,848-36.3% |
| Participant deferral / active EE | $4,012 | $3,157+27.1% | $5,637-28.8% | $4,806-16.5% |
| Admin fee / account holder | $97 | $98-1.8% | $14,673-99.3% | $133-27.1% |