Filed March 21, 2023 (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 | $4,383 |
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 COMPANY3 years Filed as: WELLINGTON TRUST CO., NA Service code 19 280 CONGRESS STREET · BOSTON, MA 02210 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,700 | $65,862-32.1% | $124,672-64.1% | $79,386-43.7% |
| Participation rate | 83.7% | 62.2%+21.5pp | 74.6%+9.1pp | 70.7%+13.0pp |
| Annual return | 14.57% | 19.02%-4.4pp | 5142.93%-5128.4pp | 116.85%-102.3pp |
| Employer contribution / active EE | $2,322 | $1,883+23.3% | $3,324-30.1% | $2,427-4.4% |
| Participant deferral / active EE | $4,168 | $2,772+50.4% | $4,614-9.7% | $4,046+3.0% |
| Admin fee / account holder | $70 | $673-89.6% | $7,493-99.1% | $626-88.9% |