Filed June 20, 2018 (most recent of 3 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 | $107,846 |
ASSOCIATED BENEFITS CORPORATION10+ years Service code 14 · EIN 42-1279416 | Plan Administrator | $64,160 |
FINANCIAL ENGINES4 years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 93-3250323 | Advisory (Participants) | $60,877 |
Filed as: DST ASSET MANAGER SOLUTIONS, INC 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 COMPANY6 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 | $114,952 | $55,347+107.7% | $120,354-4.5% | $199,593-42.4% |
| Participation rate | 94.7% | 52.9%+41.9pp | 71.9%+22.8pp | 72.0%+22.8pp |
| Annual return | 13.08% | 15.37%-2.3pp | 107.15%-94.1pp | 34.25%-21.2pp |
| Employer contribution / active EE | $2,472 | $1,296+90.8% | $3,463-28.6% | $3,034-18.5% |
| Participant deferral / active EE | $7,002 | $2,350+197.9% | $4,991+40.3% | $5,087+37.7% |
| Admin fee / account holder | $138 | $134+3.1% | $9,423-98.5% | $269-48.5% |