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 | $6,192 |
Service code 19 PO BOX 219502 · KANSAS CITY, MO 641219502 | Securities Custodian | $0 |
MASSACHUSETTS MUTUAL LIFE INS. CO.10+ years Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 19 · EIN 04-2747644 | Securities Custodian | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
WELLINGTON TRUST COMPANY6 years Filed as: WELLINGTON TRUST CO., NA Service code 19 280 CONGRESS STREET · BOSTON, MA 02210 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,783 | $68,547+124.3% | $120,354+27.8% | $80,856+90.2% |
| Participation rate | 98.5% | 61.6%+36.9pp | 71.9%+26.6pp | 67.6%+30.8pp |
| Annual return | 14.61% | 23.60%-9.0pp | 107.15%-92.5pp | 35.59%-21.0pp |
| Employer contribution / active EE | $6,988 | $2,051+240.7% | $3,463+101.8% | $2,755+153.7% |
| Participant deferral / active EE | $7,259 | $3,173+128.7% | $4,991+45.4% | $4,296+69.0% |
| Admin fee / account holder | $116 | $5,732-98.0% | $9,423-98.8% | $6,918-98.3% |