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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $6,018 |
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 COMPANY2 years Filed as: WELLINGTON TRUST CO., NA Service code 19 280 CONGRESS STREET · BOSTON, MA 02210 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $121,992 | $64,324+89.7% | $118,925+2.6% | $79,858+52.8% |
| Participation rate | 98.8% | 64.9%+33.9pp | 75.4%+23.4pp | 69.6%+29.1pp |
| Annual return | 10.38% | 86.45%-76.1pp | 35.88%-25.5pp | 31.71%-21.3pp |
| Employer contribution / active EE | $4,931 | $1,836+168.5% | $3,263+51.1% | $2,471+99.6% |
| Participant deferral / active EE | $5,180 | $2,824+83.5% | $4,265+21.5% | $3,740+38.5% |
| Admin fee / account holder | $87 | $4,040-97.9% | $6,581-98.7% | $5,306-98.4% |