Filed April 15, 2021 (most recent of 2 filings on file)
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 |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO BANK, N. A. Service code 15 · EIN 94-1347393 | Recordkeeping | $22,996 |
FINANCIAL ENGINES2 years Filed as: FINANCIAL ENGINES, LLC Service code 26 · EIN 47-5324976 | Advisory (Participants) | $9,761 |
Service code 14 · EIN 42-1279416 | Plan Administrator | $6,895 |
Service code 19 PO BOX 219502 · KANSAS CITY, MO 641219502 | Securities Custodian | $0 |
Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 19 · EIN 04-2747644 | Securities Custodian | $0 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Filed as: PRINCIPAL MANAGEMENT CORPORATION Service code 19 655 9TH STREET · DES MOINES, IA 503922080 | Securities Custodian | $0 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON TRUST CO., NA Service code 19 280 CONGRESS STREET · BOSTON, MA 02210 | Securities Custodian | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,660 | $124,414-36.0% | $115,157-30.8% | $67,579+17.9% |
| Participation rate | 94.7% | 58.1%+36.6pp | 75.9%+18.8pp | 71.3%+23.4pp |
| Annual return | 21.97% | 29.40%-7.4pp | 35.60%-13.6pp | 378.56%-356.6pp |
| Employer contribution / active EE | $1,362 | $1,454-6.4% | $3,179-57.2% | $2,148-36.6% |
| Participant deferral / active EE | $3,846 | $2,331+65.0% | $4,168-7.7% | $3,539+8.7% |
| Admin fee / account holder | $88 | $361-75.8% | $7,088-98.8% | $142-38.5% |