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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $25,929 |
FINANCIAL ENGINES2 years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $15,263 |
Service code 14 · EIN 42-1279416 | Plan Administrator | $8,360 |
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 COMPANY5 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 | $74,168 | $52,122+42.3% | $104,294-28.9% | $64,808+14.4% |
| Participation rate | 89.1% | 56.0%+33.0pp | 73.3%+15.8pp | 71.5%+17.6pp |
| Annual return | -13.50% | 13.26%-26.8pp | 24.61%-38.1pp | 32.82%-46.3pp |
| Employer contribution / active EE | $1,525 | $1,627-6.3% | $3,372-54.8% | $2,506-39.1% |
| Participant deferral / active EE | $5,067 | $2,823+79.5% | $4,625+9.6% | $4,310+17.6% |
| Admin fee / account holder | $105 | $155-32.0% | $7,339-98.6% | $188-44.0% |