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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,287 |
FINANCIAL ENGINES4 years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $17,133 |
ASSOCIATED BENEFITS CORPORATION10+ years Service code 14 · EIN 42-1279416 | Plan Administrator | $14,000 |
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 | $95,197 | $72,994+30.4% | $120,354-20.9% | $77,643+22.6% |
| Participation rate | 89.0% | 55.2%+33.7pp | 71.9%+17.1pp | 70.6%+18.4pp |
| Annual return | 24.27% | 18.23%+6.0pp | 107.15%-82.9pp | 31.24%-7.0pp |
| Employer contribution / active EE | $2,070 | $1,793+15.4% | $3,463-40.2% | $2,726-24.1% |
| Participant deferral / active EE | $5,840 | $3,011+94.0% | $4,991+17.0% | $4,647+25.7% |
| Admin fee / account holder | $133 | $658-79.9% | $9,423-98.6% | $430-69.2% |