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 | $27,889 |
FINANCIAL ENGINES4 years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $12,933 |
Service code 14 · EIN 42-1279416 | Plan Administrator | $9,112 |
Service code 19 PO BOX 219502 · KANSAS CITY, MO 641219502 | Securities Custodian | $0 |
MASSACHUSETTS MUTUAL LIFE INS. CO.10+ years Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 19 · EIN 04-2747644 | Securities Custodian | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
WELLINGTON TRUST COMPANY7 years Filed as: WELLINGTON TRUST CO., NA Service code 19 280 CONGRESS STREET · BOSTON, MA 02210 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,195 | $72,994+9.9% | $120,354-33.4% | $77,643+3.3% |
| Participation rate | 88.5% | 55.2%+33.3pp | 71.9%+16.6pp | 70.6%+18.0pp |
| Annual return | 11.06% | 18.23%-7.2pp | 107.15%-96.1pp | 31.24%-20.2pp |
| Employer contribution / active EE | $1,615 | $1,793-9.9% | $3,463-53.4% | $2,726-40.8% |
| Participant deferral / active EE | $4,889 | $3,011+62.4% | $4,991-2.0% | $4,647+5.2% |
| Admin fee / account holder | $100 | $658-84.8% | $9,423-98.9% | $430-76.7% |