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 | $9,248 |
Service code 19 PO BOX 219502 · KANSAS CITY, MO 641219502 | Securities Custodian | $0 |
MASSACHUSETTS MUTUAL LIFE INS. CO.10+ years Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 19 · EIN 04-2747644 | Securities Custodian | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
WELLINGTON TRUST COMPANY6 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 | $49,658 | $62,327-20.3% | $120,354-58.7% | $74,495-33.3% |
| Participation rate | 85.2% | 56.8%+28.4pp | 71.9%+13.3pp | 67.2%+18.0pp |
| Annual return | 13.22% | 18.61%-5.4pp | 107.15%-93.9pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $2,586 | $1,843+40.3% | $3,463-25.3% | $2,623-1.4% |
| Participant deferral / active EE | $4,812 | $2,893+66.3% | $4,991-3.6% | $4,346+10.7% |
| Admin fee / account holder | $81 | $2,396-96.6% | $9,423-99.1% | $1,942-95.8% |