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 | $96,538 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,404 | $102,872-49.1% | $69,780-24.9% | $102,872-49.1% |
| Participation rate | 72.1% | 73.0%-0.9pp | 79.3%-7.2pp | 73.0%-0.9pp |
| Annual return | 14.57% | 19.06%-4.5pp | 26.31%-11.7pp | 19.06%-4.5pp |
| Employer contribution / active EE | $2,071 | $3,526-41.3% | $4,168-50.3% | $3,526-41.3% |
| Participant deferral / active EE | $1,759 | $5,535-68.2% | $6,164-71.5% | $5,535-68.2% |
| Admin fee / account holder | $40 | $292-86.2% | $7,285-99.4% | $292-86.2% |