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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,856 |
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 COMPANY3 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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,402 | $70,587+117.3% | $124,672+23.0% | $85,850+78.7% |
| Participation rate | 98.2% | 64.4%+33.8pp | 74.6%+23.6pp | 69.3%+28.9pp |
| Annual return | 13.59% | 20688.83%-20675.2pp | 5142.93%-5129.3pp | 318.53%-304.9pp |
| Employer contribution / active EE | $6,347 | $1,913+231.7% | $3,324+91.0% | $2,565+147.4% |
| Participant deferral / active EE | $6,806 | $2,969+129.3% | $4,614+47.5% | $3,952+72.2% |
| Admin fee / account holder | $104 | $5,282-98.0% | $7,493-98.6% | $6,260-98.3% |