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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON RETIREMENT SOLUTIONS INC Service code 15 · EIN 47-2725143 | Recordkeeping | $75,418 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,496 |
Filed as: JOHN JEFFREY/MORGAN STANLEY Service code 27 305 CHURCH STREET, SW · HUNTSVILLE, AL 35801 | Advisory (Plan) | $13,343 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $123,917 | $106,028+16.9% | $146,958-15.7% | $77,643+59.6% |
| Participation rate | 86.6% | 78.4%+8.3pp | 82.2%+4.5pp | 70.6%+16.1pp |
| Annual return | 27.21% | 56.73%-29.5pp | 418.34%-391.1pp | 31.24%-4.0pp |
| Employer contribution / active EE | $5,928 | $4,063+45.9% | $4,933+20.2% | $2,726+117.5% |
| Participant deferral / active EE | $11,486 | $7,990+43.8% | $8,070+42.3% | $4,647+147.2% |
| Admin fee / account holder | $332 | $337-1.8% | $12,998-97.4% | $430-23.0% |