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) | $502,076 |
AON CONSULTING4+ years Filed as: AON HEWITT Service code 27 · EIN 36-3109431 | Advisory (Plan) | $121,355 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$82,017 |
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 | $231,224 | $88,874+160.2% | $123,544+87.2% | $75,289+207.1% |
| Participation rate | 95.6% | 75.9%+19.8pp | 82.3%+13.3pp | 72.4%+23.2pp |
| Annual return | -4.19% | 4.22%-8.4pp | 119.20%-123.4pp | -0.04%-4.1pp |
| Employer contribution / active EE | $6,179 | $3,256+89.8% | $4,628+33.5% | $2,405+156.9% |
| Participant deferral / active EE | $14,207 | $6,174+130.1% | $6,426+121.1% | $3,739+280.0% |
| Admin fee / account holder | $250 | $95+164.9% | $9,284-97.3% | $102+144.8% |