Filed June 20, 2018 (most recent of 3 filings on file)
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 | $95,024 |
FINANCIAL ENGINES3 years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $84,197 |
ASSOCIATED BENEFITS CORPORATION9+ years Service code 14 · EIN 42-1279416 | Plan Administrator | $62,720 |
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 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 | $106,608 | $50,287+112.0% | $112,229-5.0% | $80,160+33.0% |
| Participation rate | 94.4% | 52.9%+41.5pp | 72.4%+22.0pp | 72.9%+21.5pp |
| Annual return | 15.17% | 19.72%-4.5pp | 30.20%-15.0pp | 40.38%-25.2pp |
| Employer contribution / active EE | $2,390 | $1,211+97.4% | $3,430-30.3% | $2,978-19.7% |
| Participant deferral / active EE | $6,831 | $2,265+201.6% | $4,798+42.4% | $5,017+36.1% |
| Admin fee / account holder | $139 | $116+20.0% | $7,748-98.2% | $145-3.9% |