Filed April 15, 2021 (most recent of 2 filings on file)
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 |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO BANK, N. A. Service code 15 · EIN 94-1347393 | Recordkeeping | $21,426 |
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES Service code 26 · EIN 47-5324976 | Advisory (Participants) | $11,833 |
Service code 14 · EIN 42-1279416 | Plan Administrator | $7,000 |
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 |
WELLINGTON TRUST COMPANY3 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 | $83,524 | $58,101+43.8% | $118,925-29.8% | $73,409+13.8% |
| Participation rate | 93.2% | 56.1%+37.1pp | 75.4%+17.8pp | 72.2%+21.1pp |
| Annual return | 11.68% | 20.56%-8.9pp | 35.88%-24.2pp | 59.29%-47.6pp |
| Employer contribution / active EE | $1,367 | $1,445-5.4% | $3,263-58.1% | $2,234-38.8% |
| Participant deferral / active EE | $3,906 | $2,400+62.8% | $4,265-8.4% | $3,805+2.7% |
| Admin fee / account holder | $90 | $138-34.9% | $6,581-98.6% | $158-43.1% |