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.
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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 ENGINES6 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $53,144 |
DIMEO SCHNEIDER & ASSOCIATES LLC8+ years Filed as: DIMEO SCHNEIDER ASS Service code 16 · EIN 36-4001764 | Consulting | $35,930 |
NEUBERGER BERMAN1 year Service code 26 · EIN 02-0654486 | Advisory (Participants) | $11,183 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$151,460 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,144 | $95,388+5.0% | $125,339-20.1% | $77,904+28.5% |
| Participation rate | 94.8% | 78.6%+16.2pp | 82.4%+12.4pp | 73.7%+21.1pp |
| Annual return | -17.80% | 116.19%-134.0pp | 572.05%-589.9pp | 12.21%-30.0pp |
| Employer contribution / active EE | $3,121 | $3,666-14.9% | $4,814-35.2% | $2,848+9.6% |
| Participant deferral / active EE | $9,544 | $7,711+23.8% | $7,446+28.2% | $4,806+98.6% |
| Admin fee / account holder | $122 | $119+2.6% | $10,010-98.8% | $133-8.0% |