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 3-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 | $17,196 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,876 | $62,624-79.4% | $177,989-92.8% | $77,643-83.4% |
| Participation rate | 67.0% | 66.8%+0.2pp | 77.1%-10.1pp | 70.6%-3.6pp |
| Annual return | 0.00% | 16.16%-16.2pp | 294.48%-294.5pp | 31.24%-31.2pp |
| Employer contribution / active EE | $541 | $1,909-71.6% | $3,949-86.3% | $2,726-80.1% |
| Participant deferral / active EE | $3,146 | $4,219-25.4% | $6,276-49.9% | $4,647-32.3% |
| Admin fee / account holder | $80 | $386-79.3% | $10,363-99.2% | $430-81.4% |