Filed November 23, 2022 (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 |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $32,272 |
FINANCIAL ENGINES3 years Filed as: FINANCIAL ENGINES, LLC Service code 26 · EIN 47-5324976 | Advisory (Participants) | $19,226 |
Service code 14 · EIN 42-1279416 | Plan Administrator | $6,035 |
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 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Filed as: PRINCIPAL MANAGEMENT CORPORATION Service code 19 655 9TH STREET · DES MOINES, IA 503922080 | Securities Custodian | $0 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST CO., NA Service code 19 280 CONGRESS STREET · BOSTON, MA 02210 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,777 | $124,414-37.5% | $115,157-32.5% | $67,579+15.1% |
| Participation rate | 87.7% | 58.1%+29.6pp | 75.9%+11.8pp | 71.3%+16.4pp |
| Annual return | 16.86% | 29.40%-12.5pp | 35.60%-18.7pp | 378.56%-361.7pp |
| Employer contribution / active EE | $1,049 | $1,454-27.9% | $3,179-67.0% | $2,148-51.1% |
| Participant deferral / active EE | $4,385 | $2,331+88.2% | $4,168+5.2% | $3,539+23.9% |
| Admin fee / account holder | $90 | $361-75.0% | $7,088-98.7% | $142-36.4% |