Filed February 10, 2023
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,803 |
FINANCIAL ENGINES4 years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $21,451 |
Service code 14 · EIN 42-1279416 | Plan Administrator | $5,541 |
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 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 | $110,406 | $72,994+51.3% | $120,354-8.3% | $77,643+42.2% |
| Participation rate | 89.3% | 55.2%+34.0pp | 71.9%+17.3pp | 70.6%+18.7pp |
| Annual return | 13.33% | 18.23%-4.9pp | 107.15%-93.8pp | 31.24%-17.9pp |
| Employer contribution / active EE | $1,935 | $1,793+7.9% | $3,463-44.1% | $2,726-29.0% |
| Participant deferral / active EE | $6,065 | $3,011+101.4% | $4,991+21.5% | $4,647+30.5% |
| Admin fee / account holder | $122 | $658-81.4% | $9,423-98.7% | $430-71.6% |