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 ENGINES5+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $594,929 |
Service code 37 · EIN 04-2647786 | Loan Processing | $427,286 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 · EIN 36-3109431 | Advisory (Plan) | $112,500 |
HENRY SCHEIN1 year Service code 49 · EIN 11-3136595 | Other Services | $82,474 |
HAFLINGER & ASSOCIATES, INC.2 years Service code 10 · EIN 52-2207502 | Accounting | $7,717 |
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 | $126,829 | $83,826+51.3% | $125,175+1.3% | $82,204+54.3% |
| Participation rate | 91.5% | 83.1%+8.4pp | 79.8%+11.7pp | 73.4%+18.1pp |
| Annual return | 19.74% | 22.78%-3.0pp | 43.79%-24.0pp | 26.31%-6.6pp |
| Employer contribution / active EE | $3,525 | $2,267+55.5% | $3,865-8.8% | $2,707+30.2% |
| Participant deferral / active EE | $6,540 | $4,293+52.3% | $4,937+32.5% | $4,246+54.0% |
| Admin fee / account holder | $125 | $74+68.1% | $9,702-98.7% | $76+65.3% |