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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $735,471 |
FINANCIAL ENGINES3+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $375,421 |
MERCER1 year Filed as: MERCER INVESTMENT CONSULTING Service code 16 · EIN 13-2834414 | Consulting | $66,250 |
Form 5500 reported that benefits due were not provided when due.
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 | $90,396 | $104,862-13.8% | $90,160+0.3% | $80,976+11.6% |
| Participation rate | 90.8% | 78.9%+11.9pp | 76.9%+14.0pp | 68.3%+22.6pp |
| Annual return | 32.69% | 20.18%+12.5pp | 34.88%-2.2pp | 22.91%+9.8pp |
| Employer contribution / active EE | $1,961 | $2,724-28.0% | $3,318-40.9% | $2,402-18.4% |
| Participant deferral / active EE | $4,467 | $6,098-26.8% | $5,288-15.5% | $3,848+16.1% |
| Admin fee / account holder | $68 | $76-10.6% | $5,943-98.9% | $67+1.1% |