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 | $102,193 |
Service code 14 · EIN 42-1279416 | Plan Administrator | $19,720 |
DODGE & COX1 year Filed as: DODGE & COX FUNDS Service code 19 555 CALIFORNIA STREET, 40TH FLOOR · SAN FRANCISCO, CA 94104 | Securities Custodian | $0 |
MASSACHUSETTS MUTUAL LIFE INS. CO.11+ years Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 19 · EIN 04-2747644 | Securities Custodian | $0 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
WELLINGTON TRUST COMPANY7 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 | $89,350 | $102,872-13.1% | $136,749-34.7% | $102,872-13.1% |
| Participation rate | 82.9% | 73.0%+9.9pp | 72.1%+10.8pp | 73.0%+9.9pp |
| Annual return | 15.45% | 19.06%-3.6pp | 24.33%-8.9pp | 19.06%-3.6pp |
| Employer contribution / active EE | $1,036 | $3,526-70.6% | $3,400-69.5% | $3,526-70.6% |
| Participant deferral / active EE | $4,923 | $5,535-11.1% | $4,692+4.9% | $5,535-11.1% |
| Admin fee / account holder | $84 | $292-71.4% | $11,386-99.3% | $292-71.4% |