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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.
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 | $731,842 |
FINANCIAL ENGINES6+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $518,181 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS, INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $280,615 |
MERCER4 years Filed as: MERCER INVESTMENT CONSULTING Service code 16 · EIN 61-0736136 | Consulting | $76,000 |
WITHUMSMITH+BROWN, PC1 year Filed as: RUBIN BROWN Service code 10 · EIN 43-0765316 | Accounting | $25,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $116,403 | $103,430+12.5% | $100,516+15.8% | $93,223+24.9% |
| Participation rate | 92.3% | 84.3%+8.0pp | 79.4%+12.9pp | 74.9%+17.4pp |
| Annual return | 13.18% | 24.60%-11.4pp | 30.89%-17.7pp | 19.29%-6.1pp |
| Employer contribution / active EE | $2,850 | $3,129-8.9% | $3,418-16.6% | $2,680+6.4% |
| Participant deferral / active EE | $6,294 | $6,375-1.3% | $6,270+0.4% | $4,563+37.9% |
| Admin fee / account holder | $116 | $85+37.4% | $8,081-98.6% | $79+46.6% |