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 10-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 | $221,012 |
Service code 14 · EIN 84-0456274 | Plan Administrator | $59,705 |
Filed as: INNOVEST PORTFOLIO Service code 27 · EIN 84-1612955 | Advisory (Plan) | $34,157 |
MILLER KAPLAN ARASE LLP3 years Service code 10 · EIN 95-2036255 | Accounting | $26,032 |
SPENCER FANE LLP7 years Service code 29 · EIN 44-0561981 | Legal | $7,162 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,810 | $76,774-66.4% | $112,228-77.0% | $77,904-66.9% |
| Participation rate | 84.0% | 80.2%+3.8pp | 75.1%+8.9pp | 73.7%+10.3pp |
| Annual return | -14.88% | -10.25%-4.6pp | 27.45%-42.3pp | 12.21%-27.1pp |
| Employer contribution / active EE | $438 | $3,977-89.0% | $3,635-87.9% | $2,848-84.6% |
| Participant deferral / active EE | $1,676 | $3,778-55.6% | $4,728-64.6% | $4,806-65.1% |
| Admin fee / account holder | $188 | $239-21.2% | $6,410-97.1% | $133+42.1% |