Filed June 12, 2023 (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 |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $6,924 |
Service code 19 P.O. BOX 219502 · KANSAS CITY, MO 641219502 | Securities Custodian | $0 |
GOLDMAN SACHS4+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 19 200 WEST STREET · NEW YORK, NY 10282 | Securities Custodian | $0 |
Filed as: GW&K INVESTMENT MANAGEMENT Service code 19 222 BERKELEY STREET · BOSTON, MA 02116 | Securities Custodian | $0 |
IVY FUNDS2 years Filed as: IVY INVESTMENTS MANAGEMENT COMPANY Service code 19 POST OFFICE BOX 29217 · SHAWNEE MISSION, KS 662019217 | Securities Custodian | $0 |
Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 19 · EIN 04-2747644 | Securities Custodian | $0 |
WELLINGTON TRUST COMPANY1 year 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 | $87,648 | $52,836+65.9% | $105,738-17.1% | $64,186+36.6% |
| Participation rate | 94.3% | 66.5%+27.7pp | 76.3%+17.9pp | 69.6%+24.7pp |
| Annual return | -4.59% | 14.30%-18.9pp | 6.27%-10.9pp | 7.63%-12.2pp |
| Employer contribution / active EE | $4,865 | $1,827+166.3% | $3,268+48.8% | $2,381+104.3% |
| Participant deferral / active EE | $4,804 | $2,545+88.7% | $4,080+17.7% | $3,470+38.5% |
| Admin fee / account holder | $90 | $3,959-97.7% | $6,913-98.7% | $4,888-98.2% |