Filed November 18, 2020 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $251,498 |
FINANCIAL ENGINES3 years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $242,831 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $94,108 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE & TOUCH LLP Service code 10 · EIN 13-3891517 | Accounting | $68,604 |
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 | $331,731 | $103,975+219.0% | $96,707+243.0% | $103,975+219.0% |
| Participation rate | 98.1% | 72.5%+25.6pp | 80.4%+17.7pp | 72.5%+25.6pp |
| Annual return | 16.12% | 19.41%-3.3pp | 34.78%-18.7pp | 19.41%-3.3pp |
| Employer contribution / active EE | $9,201 | $3,722+147.2% | $4,191+119.5% | $3,722+147.2% |
| Participant deferral / active EE | $11,572 | $5,343+116.6% | $5,997+93.0% | $5,343+116.6% |
| Admin fee / account holder | $228 | $332-31.5% | $7,503-97.0% | $332-31.5% |