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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES9+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $5,480,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $634,000 |
Filed as: RUSSELL INVESTMENT MANAGEMENT LLC Service code 16 · EIN 81-1735291 | Consulting | $104,000 |
Service code 49 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $290,943 | $96,393+201.8% | $112,887+157.7% | $96,393+201.8% |
| Participation rate | 99.2% | 71.3%+27.9pp | 80.5%+18.7pp | 71.3%+27.9pp |
| Annual return | 15.00% | 22.88%-7.9pp | 34.10%-19.1pp | 22.88%-7.9pp |
| Employer contribution / active EE | $9,010 | $3,238+178.2% | $4,563+97.4% | $3,238+178.2% |
| Participant deferral / active EE | $12,260 | $5,455+124.7% | $6,513+88.2% | $5,455+124.7% |
| Admin fee / account holder | $175 | $74+136.5% | $7,047-97.5% | $74+136.5% |