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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $48,191 |
FINANCIAL ENGINES2 years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $34,051 |
Service code 14 · EIN 42-1279416 | Plan Administrator | $12,160 |
Filed as: DST ASSET MANAGER SOLUTIONS, INC 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 02210 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,894 | $52,122+57.1% | $104,294-21.5% | $64,808+26.4% |
| Participation rate | 76.9% | 56.0%+20.9pp | 73.3%+3.6pp | 71.5%+5.4pp |
| Annual return | -13.77% | 13.26%-27.0pp | 24.61%-38.4pp | 32.82%-46.6pp |
| Employer contribution / active EE | $1,025 | $1,627-37.0% | $3,372-69.6% | $2,506-59.1% |
| Participant deferral / active EE | $4,987 | $2,823+76.7% | $4,625+7.8% | $4,310+15.7% |
| Admin fee / account holder | $91 | $155-40.9% | $7,339-98.8% | $188-51.3% |