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 | $57,140 |
FINANCIAL ENGINES3 years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $40,425 |
Service code 14 · EIN 42-1279416 | Plan Administrator | $12,898 |
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 COMPANY5 years Filed as: WELLINGTON TRUST CO., NA Service code 19 280 CONGRESS STREET · BOSTON, MA 02210 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,518 | $50,287+74.0% | $112,229-22.0% | $80,160+9.2% |
| Participation rate | 79.0% | 52.9%+26.1pp | 72.4%+6.5pp | 72.9%+6.0pp |
| Annual return | 37.41% | 19.72%+17.7pp | 30.20%+7.2pp | 40.38%-3.0pp |
| Employer contribution / active EE | $926 | $1,211-23.5% | $3,430-73.0% | $2,978-68.9% |
| Participant deferral / active EE | $4,239 | $2,265+87.2% | $4,798-11.6% | $5,017-15.5% |
| Admin fee / account holder | $86 | $116-26.3% | $7,748-98.9% | $145-41.0% |