Filed February 10, 2023
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.4+ years Filed as: WELLS FARGO BANK, N. A. Service code 15 · EIN 94-1347393 | Recordkeeping | $21,851 |
FINANCIAL ENGINES2 years Filed as: FINANCIAL ENGINES, LLC Service code 26 · EIN 47-5324976 | Advisory (Participants) | $13,631 |
Service code 19 P.O. BOX 219502 · KANSAS CITY, MO 641219502 | Securities Custodian | $0 |
GOLDMAN SACHS4+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 19 200 WEST STREET · NEW YORK, NY 10282 | Securities Custodian | $0 |
Filed as: GW&K INVESTMENT MANAGEMENT Service code 19 222 BERKELEY STREET · BOSTON, MA 02116 | Securities Custodian | $0 |
IVY FUNDS2 years Filed as: IVY INVESTMENTS MANAGEMENT COMPANY Service code 19 POST OFFICE BOX 29217 · SHAWNEE MISSION, KS 662019217 | Securities Custodian | $0 |
Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 19 · EIN 04-2747644 | Securities Custodian | $0 |
PRINCIPAL LIFE INSURANCE COMPANY4+ 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 | $71,102 | $107,440-33.8% | $105,738-32.8% | $55,725+27.6% |
| Participation rate | 94.1% | 55.5%+38.6pp | 76.3%+17.8pp | 70.9%+23.3pp |
| Annual return | -3.45% | -0.59%-2.9pp | 6.27%-9.7pp | 244.93%-248.4pp |
| Employer contribution / active EE | $1,674 | $1,448+15.6% | $3,268-48.8% | $2,078-19.4% |
| Participant deferral / active EE | $4,537 | $2,171+109.0% | $4,080+11.2% | $3,356+35.2% |
| Admin fee / account holder | $96 | $283-66.1% | $6,913-98.6% | $115-16.6% |