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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $7,384 |
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 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 | $106,759 | $58,851+81.4% | $115,157-7.3% | $72,985+46.3% |
| Participation rate | 98.8% | 65.5%+33.3pp | 75.9%+22.9pp | 69.5%+29.3pp |
| Annual return | 23.14% | 23.16%0pp | 35.60%-12.5pp | 81.00%-57.9pp |
| Employer contribution / active EE | $4,779 | $1,798+165.8% | $3,179+50.3% | $2,440+95.9% |
| Participant deferral / active EE | $4,887 | $2,643+84.9% | $4,168+17.2% | $3,607+35.5% |
| Admin fee / account holder | $94 | $6,370-98.5% | $7,088-98.7% | $5,124-98.2% |