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 |
|---|---|---|
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $5,445 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,854 |
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 COMPANY5 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,868 | $61,605+115.7% | $112,229+18.4% | $75,163+76.8% |
| Participation rate | 98.3% | 61.7%+36.6pp | 72.4%+25.9pp | 67.2%+31.1pp |
| Annual return | 17.48% | 28.47%-11.0pp | 30.20%-12.7pp | 160.62%-143.1pp |
| Employer contribution / active EE | $6,507 | $2,015+222.9% | $3,430+89.7% | $2,670+143.7% |
| Participant deferral / active EE | $7,089 | $3,108+128.1% | $4,798+47.7% | $4,125+71.8% |
| Admin fee / account holder | $118 | $4,862-97.6% | $7,748-98.5% | $5,651-97.9% |