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 | $88,537 |
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 | $37,724 | $80,160-52.9% | $70,164-46.2% | $80,160-52.9% |
| Participation rate | 73.0% | 72.9%+0.1pp | 78.8%-5.8pp | 72.9%+0.1pp |
| Annual return | 17.64% | 40.38%-22.7pp | 18.87%-1.2pp | 40.38%-22.7pp |
| Employer contribution / active EE | $1,854 | $2,978-37.7% | $4,287-56.7% | $2,978-37.7% |
| Participant deferral / active EE | $1,627 | $5,017-67.6% | $5,395-69.8% | $5,017-67.6% |
| Admin fee / account holder | $34 | $145-76.5% | $4,561-99.3% | $145-76.5% |