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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $32,351 |
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES Service code 26 · EIN 47-5324976 | Advisory (Participants) | $18,845 |
Service code 14 · EIN 42-1279416 | Plan Administrator | $6,545 |
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 COMPANY2 years Filed as: WELLINGTON TRUST CO., NA Service code 19 280 CONGRESS STREET · BOSTON, MA 02210 | Securities Custodian | $0 |
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 | $84,188 | $58,101+44.9% | $118,925-29.2% | $73,409+14.7% |
| Participation rate | 85.6% | 56.1%+29.4pp | 75.4%+10.2pp | 72.2%+13.4pp |
| Annual return | 12.15% | 20.56%-8.4pp | 35.88%-23.7pp | 59.29%-47.1pp |
| Employer contribution / active EE | $1,070 | $1,445-25.9% | $3,263-67.2% | $2,234-52.1% |
| Participant deferral / active EE | $4,549 | $2,400+89.6% | $4,265+6.7% | $3,805+19.5% |
| Admin fee / account holder | $88 | $138-36.6% | $6,581-98.7% | $158-44.5% |