Filed November 21, 2022
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 |
|---|---|---|
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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,404 | $108,549+7.2% | $156,263-25.5% | $85,563+36.0% |
| Participation rate | 99.7% | 77.1%+22.6pp | 78.9%+20.8pp | 66.0%+33.8pp |
| Annual return | 16.78% | 21.79%-5.0pp | 59.47%-42.7pp | 31.51%-14.7pp |
| Employer contribution / active EE | $5,377 | $2,690+99.9% | $4,333+24.1% | $2,654+102.6% |
| Participant deferral / active EE | $6,738 | $4,800+40.4% | $6,158+9.4% | $4,375+54.0% |
| Admin fee / account holder | $183 | $650-71.8% | $14,255-98.7% | $834-78.1% |