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 | $8,540 |
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 |
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 | $37,873 | $62,603-39.5% | $104,294-63.7% | $66,914-43.4% |
| Participation rate | 87.0% | 59.6%+27.4pp | 73.3%+13.8pp | 69.8%+17.2pp |
| Annual return | -14.82% | -14.70%-0.1pp | 24.61%-39.4pp | 1.58%-16.4pp |
| Employer contribution / active EE | $2,368 | $1,972+20.1% | $3,372-29.8% | $2,544-6.9% |
| Participant deferral / active EE | $4,431 | $2,853+55.3% | $4,625-4.2% | $4,237+4.6% |
| Admin fee / account holder | $76 | $656-88.5% | $7,339-99.0% | $593-87.2% |