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.6+ years Filed as: WELLS FARGO BANK, N. A. Service code 15 · EIN 94-1347393 | Recordkeeping | $19,911 |
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES Service code 26 · EIN 47-5324976 | Advisory (Participants) | $17,830 |
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 |
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 | $92,914 | $58,101+59.9% | $118,925-21.9% | $73,409+26.6% |
| Participation rate | 89.4% | 56.1%+33.3pp | 75.4%+14.1pp | 72.2%+17.3pp |
| Annual return | 14.46% | 20.56%-6.1pp | 35.88%-21.4pp | 59.29%-44.8pp |
| Employer contribution / active EE | $1,521 | $1,445+5.2% | $3,263-53.4% | $2,234-31.9% |
| Participant deferral / active EE | $4,496 | $2,400+87.3% | $4,265+5.4% | $3,805+18.1% |
| Admin fee / account holder | $100 | $138-27.7% | $6,581-98.5% | $158-36.8% |