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 | $192,104 |
Service code 14 · EIN 84-0456274 | Plan Administrator | $63,177 |
Filed as: INNOVEST PORTFOLIO Service code 13 · EIN 84-1612955 | Contract Administrator | $36,294 |
MILLER KAPLAN ARASE LLP4 years Service code 10 · EIN 95-2036255 | Accounting | $25,003 |
SPENCER FANE LLP8 years Service code 29 · EIN 44-0561981 | Legal | $8,625 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 | Advisory (Participants) | $0 |
MORNINGSTAR3 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 | $28,331 | $88,480-68.0% | $96,683-70.7% | $80,160-64.7% |
| Participation rate | 84.6% | 79.9%+4.7pp | 74.3%+10.2pp | 72.9%+11.7pp |
| Annual return | 15.88% | 22.53%-6.6pp | 35.69%-19.8pp | 40.38%-24.5pp |
| Employer contribution / active EE | $627 | $4,176-85.0% | $3,737-83.2% | $2,978-78.9% |
| Participant deferral / active EE | $1,953 | $3,959-50.7% | $4,878-60.0% | $5,017-61.1% |
| Admin fee / account holder | $169 | $212-20.2% | $6,730-97.5% | $145+16.6% |