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 | $156,876 |
Filed as: EAGLE STRATEGIES, LLC Service code 27 · EIN 13-5582869 | Advisory (Plan) | $54,000 |
MORNINGSTAR2 years 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,662 | $50,127-26.9% | $149,673-75.5% | $80,160-54.3% |
| Participation rate | 97.4% | 64.3%+33.1pp | 78.8%+18.6pp | 72.9%+24.4pp |
| Annual return | 24.16% | 29.82%-5.7pp | 134.42%-110.3pp | 40.38%-16.2pp |
| Employer contribution / active EE | $1,925 | $1,865+3.2% | $4,818-60.1% | $2,978-35.4% |
| Participant deferral / active EE | $4,371 | $3,194+36.9% | $5,680-23.0% | $5,017-12.9% |
| Admin fee / account holder | $99 | $153-34.9% | $13,210-99.2% | $145-31.4% |