Filed May 22, 2025 (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 | $21,068 |
FINANCIAL ENGINES3 years Filed as: FINANCIAL ENGINES, LLC Service code 26 · EIN 47-5324976 | Advisory (Participants) | $13,896 |
ASSOCIATED BENEFITS CORPORATION5+ years Service code 14 · EIN 42-1279416 | Plan Administrator | $12,670 |
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 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Filed as: PRINCIPAL MANAGEMENT CORPORATION Service code 19 655 9TH STREET · DES MOINES, IA 503922080 | 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 | $92,727 | $124,414-25.5% | $115,157-19.5% | $67,579+37.2% |
| Participation rate | 89.3% | 58.1%+31.2pp | 75.9%+13.4pp | 71.3%+18.0pp |
| Annual return | 61.06% | 29.40%+31.7pp | 35.60%+25.5pp | 378.56%-317.5pp |
| Employer contribution / active EE | $1,557 | $1,454+7.0% | $3,179-51.0% | $2,148-27.5% |
| Participant deferral / active EE | $4,598 | $2,331+97.3% | $4,168+10.3% | $3,539+29.9% |
| Admin fee / account holder | $138 | $361-61.7% | $7,088-98.0% | $142-2.8% |