Filed June 20, 2018 (most recent of 3 filings on file)
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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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $98,563 |
FINANCIAL ENGINES2 years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $83,180 |
ASSOCIATED BENEFITS CORPORATION8+ years Service code 14 · EIN 42-1279416 | Plan Administrator | $61,760 |
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 COMPANY4 years Filed as: WELLINGTON TRUST CO., NA Service code 19 280 CONGRESS STREET · BOSTON, MA 02110 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,299 | $42,419+134.1% | $104,294-4.8% | $77,904+27.5% |
| Participation rate | 94.1% | 51.6%+42.5pp | 73.3%+20.8pp | 73.7%+20.4pp |
| Annual return | -12.33% | -11.16%-1.2pp | 24.61%-36.9pp | 12.21%-24.5pp |
| Employer contribution / active EE | $2,211 | $1,105+100.0% | $3,372-34.4% | $2,848-22.4% |
| Participant deferral / active EE | $6,363 | $1,992+219.5% | $4,625+37.6% | $4,806+32.4% |
| Admin fee / account holder | $145 | $117+23.4% | $7,339-98.0% | $133+9.2% |