Filed November 21, 2022
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $126,407 |
Filed as: SSI INVESTMENT MANAGEMENT LLC Service code 27 · EIN 83-3986484 | Advisory (Plan) | $39,792 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,404 | $116,081+0.3% | $156,181-25.5% | $79,634+46.2% |
| Participation rate | 99.7% | 75.6%+24.1pp | 78.8%+20.9pp | 62.5%+37.2pp |
| Annual return | 16.78% | 15.89%+0.9pp | 64.87%-48.1pp | 36.46%-19.7pp |
| Employer contribution / active EE | $5,377 | $2,828+90.1% | $4,294+25.2% | $2,529+112.6% |
| Participant deferral / active EE | $6,738 | $4,584+47.0% | $6,132+9.9% | $3,835+75.7% |
| Admin fee / account holder | $183 | $854-78.6% | $14,586-98.7% | $1,002-81.7% |