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 ENGINES3+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $699,273 |
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS Service code 16 485 LEXINGTON AVENUE · NEW YORK, NY 10017 | Consulting | $56,249 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$20,017 |
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 | $124,605 | $77,180+61.4% | $117,854+5.7% | $177,276-29.7% |
| Participation rate | 99.4% | 85.8%+13.7pp | 79.7%+19.8pp | 74.8%+24.6pp |
| Annual return | 15.39% | 20.91%-5.5pp | 335.08%-319.7pp | 21.25%-5.9pp |
| Employer contribution / active EE | $3,858 | $1,992+93.6% | $3,786+1.9% | $2,479+55.6% |
| Participant deferral / active EE | $6,732 | $3,956+70.2% | $4,482+50.2% | $3,881+73.5% |
| Admin fee / account holder | $84 | $54+54.2% | $8,020-99.0% | $154-45.5% |