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 |
|---|---|---|
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $14,821 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,886 |
Service code 14 · EIN 42-1279416 | Plan Administrator | $8,360 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $5,763 |
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 COMPANY4 years Filed as: WELLINGTON TRUST CO., NA Service code 19 280 CONGRESS STREET · BOSTON, MA 02210 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,862 | $62,581+48.4% | $124,672-25.5% | $86,799+7.0% |
| Participation rate | 91.2% | 56.9%+34.3pp | 74.6%+16.6pp | 72.3%+18.9pp |
| Annual return | 14.06% | 26.67%-12.6pp | 5142.93%-5128.9pp | 97.91%-83.8pp |
| Employer contribution / active EE | $1,536 | $1,604-4.3% | $3,324-53.8% | $2,405-36.2% |
| Participant deferral / active EE | $4,483 | $2,725+64.5% | $4,614-2.8% | $4,131+8.5% |
| Admin fee / account holder | $105 | $170-38.2% | $7,493-98.6% | $170-38.1% |