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 | $44,677 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $89,097 | $56,317+58.2% | $71,209+25.1% | $74,304+19.9% |
| Participation rate | 95.8% | 55.1%+40.6pp | 73.8%+22.0pp | 60.3%+35.4pp |
| Annual return | 12.80% | 42.83%-30.0pp | 282.51%-269.7pp | 29.43%-16.6pp |
| Employer contribution / active EE | $4,242 | $2,160+96.4% | $2,721+55.9% | $2,241+89.3% |
| Participant deferral / active EE | $4,702 | $2,788+68.7% | $4,175+12.6% | $3,767+24.8% |
| Admin fee / account holder | $279 | $2,290-87.8% | $5,349-94.8% | $2,969-90.6% |