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 27-0293282 | Contract Administrator | $13,953 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,192 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,026 | $102,317-29.6% | $146,958-51.0% | $80,856-10.9% |
| Participation rate | 77.1% | 75.8%+1.3pp | 82.2%-5.1pp | 67.6%+9.4pp |
| Annual return | 16.08% | 134.76%-118.7pp | 418.34%-402.3pp | 35.59%-19.5pp |
| Employer contribution / active EE | $2,938 | $3,713-20.9% | $4,933-40.4% | $2,755+6.7% |
| Participant deferral / active EE | $7,723 | $6,644+16.2% | $8,070-4.3% | $4,296+79.8% |
| Admin fee / account holder | $99 | $7,941-98.8% | $12,998-99.2% | $6,918-98.6% |