Filed December 7, 2017
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 | $32,045 |
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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,731 | $57,016+150.3% | $84,966+68.0% | $80,856+76.5% |
| Participation rate | 89.7% | 56.3%+33.3pp | 67.5%+22.2pp | 67.6%+22.1pp |
| Annual return | 12.96% | 21.66%-8.7pp | 66.38%-53.4pp | 35.59%-22.6pp |
| Employer contribution / active EE | $6,965 | $1,798+287.5% | $2,727+155.4% | $2,755+152.8% |
| Participant deferral / active EE | $10,635 | $3,110+242.0% | $4,519+135.3% | $4,296+147.6% |
| Admin fee / account holder | $248 | $4,980-95.0% | $6,149-96.0% | $6,918-96.4% |