See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 ENGINES10+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $4,725,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $269,000 |
Filed as: RUSSELL INVESTMENT MANAGEMENT LLC Service code 16 · EIN 81-1735291 | Consulting | $189,000 |
Service code 49 | Other Services | $0 |
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 | $323,509 | $106,382+204.1% | $103,476+212.6% | $106,382+204.1% |
| Participation rate | 99.3% | 69.9%+29.4pp | 80.5%+18.8pp | 69.9%+29.4pp |
| Annual return | 15.41% | 17.37%-2.0pp | 23.90%-8.5pp | 17.37%-2.0pp |
| Employer contribution / active EE | $9,486 | $3,364+182.0% | $4,672+103.0% | $3,364+182.0% |
| Participant deferral / active EE | $12,717 | $5,569+128.4% | $6,623+92.0% | $5,569+128.4% |
| Admin fee / account holder | $149 | $79+87.8% | $9,413-98.4% | $79+87.8% |