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 | $38,989 |
ASSOCIATED BENEFITS CORPORATION11+ years Service code 14 · EIN 42-1279416 | Plan Administrator | $15,880 |
DODGE & COX1 year Filed as: DODGE & COX FUNDS Service code 19 555 CALIFORNIA STREET, 40TH FLOOR · SAN FRANCISCO, CA 94104 | Securities Custodian | $0 |
MASSACHUSETTS MUTUAL LIFE INS. CO.11+ years Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 19 · EIN 04-2747644 | Securities Custodian | $0 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
WELLINGTON TRUST COMPANY7 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 | $103,710 | $216,711-52.1% | $136,749-24.2% | $85,563+21.2% |
| Participation rate | 91.2% | 51.7%+39.5pp | 72.1%+19.1pp | 66.0%+25.3pp |
| Annual return | 15.88% | 15.26%+0.6pp | 24.33%-8.4pp | 31.51%-15.6pp |
| Employer contribution / active EE | $2,147 | $1,660+29.3% | $3,400-36.8% | $2,654-19.1% |
| Participant deferral / active EE | $5,975 | $2,635+126.8% | $4,692+27.3% | $4,375+36.6% |
| Admin fee / account holder | $127 | $1,223-89.6% | $11,386-98.9% | $834-84.7% |