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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 7-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 | $27,682 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,735 | $24,733+56.6% | $69,647-44.4% | $74,495-48.0% |
| Participation rate | 90.3% | 63.5%+26.8pp | 66.5%+23.9pp | 67.2%+23.1pp |
| Annual return | 11.39% | 18.55%-7.2pp | 100.48%-89.1pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $1,614 | $1,001+61.3% | $1,712-5.8% | $2,623-38.5% |
| Participant deferral / active EE | $3,216 | $1,901+69.2% | $2,886+11.5% | $4,346-26.0% |
| Admin fee / account holder | $225 | $1,892-88.1% | $4,713-95.2% | $1,942-88.4% |