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 |
|---|---|---|
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $20,733 |
ASSOCIATED BENEFITS CORPORATION7+ years Service code 14 · EIN 42-1279416 | Plan Administrator | $14,160 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,168 |
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 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,232 | $62,581+63.4% | $124,672-18.0% | $86,799+17.8% |
| Participation rate | 90.6% | 56.9%+33.8pp | 74.6%+16.0pp | 72.3%+18.3pp |
| Annual return | 11.89% | 26.67%-14.8pp | 5142.93%-5131.0pp | 97.91%-86.0pp |
| Employer contribution / active EE | $1,931 | $1,604+20.4% | $3,324-41.9% | $2,405-19.7% |
| Participant deferral / active EE | $5,644 | $2,725+107.1% | $4,614+22.3% | $4,131+36.6% |
| Admin fee / account holder | $145 | $170-14.7% | $7,493-98.1% | $170-14.7% |