Filed April 16, 2018
Total covered: 4 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MNGT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $2,140 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,140 |
Filed as: NW RETIREMENT PLAN CONSULTANTS Service code 49 · EIN 46-5674799 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,263 | $63,114-52.0% | $92,893-67.4% | $65,185-53.6% |
| Participation rate | 79.1% | 68.8%+10.3pp | 76.0%+3.1pp | 70.2%+8.9pp |
| Annual return | 13.61% | 28.75%-15.1pp | 109.41%-95.8pp | 29.38%-15.8pp |
| Employer contribution / active EE | $3,439 | $2,571+33.8% | $3,653-5.8% | $2,177+58.0% |
| Participant deferral / active EE | $1,674 | $3,108-46.2% | $4,236-60.5% | $3,514-52.4% |
| Admin fee / account holder | $119 | $624-81.0% | $5,794-98.0% | $847-86.0% |