Filed April 22, 2025 (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 |
|---|---|---|
FINANCIAL ENGINES11+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $639,176 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $568,037 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $81,488 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 27 · EIN 81-4017137 | Advisory (Plan) | $37,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,183 | $117,739+46.2% | $156,263+10.2% | $117,739+46.2% |
| Participation rate | 93.7% | 76.6%+17.0pp | 78.9%+14.8pp | 76.6%+17.0pp |
| Annual return | 16.42% | 17.29%-0.9pp | 59.47%-43.0pp | 17.29%-0.9pp |
| Employer contribution / active EE | $3,191 | $3,746-14.8% | $4,333-26.4% | $3,746-14.8% |
| Participant deferral / active EE | $8,996 | $6,128+46.8% | $6,158+46.1% | $6,128+46.8% |
| Admin fee / account holder | $134 | $112+20.1% | $14,255-99.1% | $112+20.1% |