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 | $79,319 |
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).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,640 | $77,904-58.1% | $61,491-46.9% | $77,904-58.1% |
| Participation rate | 70.3% | 73.7%-3.3pp | 79.3%-9.0pp | 73.7%-3.3pp |
| Annual return | -15.23% | 12.21%-27.4pp | -12.98%-2.3pp | 12.21%-27.4pp |
| Employer contribution / active EE | $1,795 | $2,848-37.0% | $4,246-57.7% | $2,848-37.0% |
| Participant deferral / active EE | $1,548 | $4,806-67.8% | $5,188-70.2% | $4,806-67.8% |
| Admin fee / account holder | $30 | $133-77.1% | $4,312-99.3% | $133-77.1% |