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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,341 |
FINANCIAL ENGINES2 years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $21,881 |
Service code 14 · EIN 42-1279416 | Plan Administrator | $5,040 |
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 COMPANY5 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 | $87,871 | $52,122+68.6% | $104,294-15.7% | $64,808+35.6% |
| Participation rate | 90.4% | 56.0%+34.4pp | 73.3%+17.2pp | 71.5%+19.0pp |
| Annual return | -13.96% | 13.26%-27.2pp | 24.61%-38.6pp | 32.82%-46.8pp |
| Employer contribution / active EE | $1,728 | $1,627+6.2% | $3,372-48.7% | $2,506-31.0% |
| Participant deferral / active EE | $5,345 | $2,823+89.4% | $4,625+15.6% | $4,310+24.0% |
| Admin fee / account holder | $116 | $155-24.7% | $7,339-98.4% | $188-38.0% |