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 ENGINES4 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $113,290 |
Service code 37 · EIN 04-2647786 | Loan Processing | $48,197 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 16 · EIN 33-0818667 | Consulting | $46,500 |
Filed as: BLUECROSS BLUESHIELD ASSOCIATION Service code 14 · EIN 13-5656874 | Plan Administrator | $44,349 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW Service code 27 · EIN 33-0818667 | Advisory (Plan) | $15,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,375 | $95,776+0.6% | $162,163-40.6% | $77,787+23.9% |
| Participation rate | 87.9% | 88.6%-0.8pp | 87.6%+0.3pp | 73.2%+14.7pp |
| Annual return | 25.76% | 37.03%-11.3pp | 115.59%-89.8pp | 32.57%-6.8pp |
| Employer contribution / active EE | $4,731 | $3,874+22.1% | $5,614-15.7% | $2,504+88.9% |
| Participant deferral / active EE | $7,570 | $6,125+23.6% | $7,298+3.7% | $3,967+90.8% |
| Admin fee / account holder | $63 | $88-27.9% | $10,843-99.4% | $100-36.8% |