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 12 · EIN 13-3689044 | Recordkeeping and information managem... | $273,906 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT INC Service code 26 · EIN 30-0282430 | Advisory (Participants) | $34,000 |
FINANCIAL ENGINES5+ years Service code 26 · EIN 95-3250323 | Advisory (Participants) | $22,580 |
Filed as: MMC SECURITES Service code 26 · EIN 06-1685865 | Advisory (Participants) | $16,500 |
BKD, LLP5+ years Service code 10 · EIN 44-0160260 | Accounting | $14,300 |
Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,988 | $105,247-47.8% | $87,100-36.9% | $77,787-29.3% |
| Participation rate | 89.3% | 85.8%+3.5pp | 76.9%+12.4pp | 73.2%+16.1pp |
| Annual return | 21.95% | 24.52%-2.6pp | 28.19%-6.2pp | 32.57%-10.6pp |
| Employer contribution / active EE | $2,353 | $2,895-18.7% | $2,521-6.7% | $2,504-6.0% |
| Participant deferral / active EE | $3,620 | $5,060-28.5% | $4,049-10.6% | $3,967-8.7% |
| Admin fee / account holder | $162 | $104+55.3% | $7,497-97.8% | $100+62.1% |