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 ENGINES2+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $597,350 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS Service code 14 485 LEXINGTON AVENUE · NEW YORK, NY 10017 | Plan Administrator | $40,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$14,060 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $114,272 | $70,961+61.0% | $108,579+5.2% | $65,292+75.0% |
| Participation rate | 87.2% | 80.9%+6.2pp | 79.6%+7.6pp | 72.4%+14.7pp |
| Annual return | 6.97% | 10.24%-3.3pp | -51.70%+58.7pp | 11.84%-4.9pp |
| Employer contribution / active EE | $3,198 | $1,833+74.5% | $3,758-14.9% | $2,302+38.9% |
| Participant deferral / active EE | $5,850 | $3,662+59.7% | $4,311+35.7% | $3,579+63.5% |
| Admin fee / account holder | $76 | $43+77.7% | $7,645-99.0% | $57+32.0% |