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 | $24,754 |
FINANCIAL ENGINES3 years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $14,342 |
Service code 14 · EIN 42-1279416 | Plan Administrator | $8,650 |
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 COMPANY6 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 | $82,290 | $57,739+42.5% | $112,229-26.7% | $74,419+10.6% |
| Participation rate | 87.7% | 55.6%+32.1pp | 72.4%+15.2pp | 70.7%+16.9pp |
| Annual return | 17.97% | 19.52%-1.6pp | 30.20%-12.2pp | 34.38%-16.4pp |
| Employer contribution / active EE | $1,611 | $1,675-3.8% | $3,430-53.0% | $2,637-38.9% |
| Participant deferral / active EE | $4,808 | $2,891+66.3% | $4,798+0.2% | $4,528+6.2% |
| Admin fee / account holder | $100 | $462-78.3% | $7,748-98.7% | $348-71.2% |