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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 ENGINES3+ years Service code 16 · EIN 94-3250323 | Consulting | $1,224,578 |
Filed as: FIDELITY INVEST. INST. OPR. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $1,013,851 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $449,275 |
CALLAN LLC3+ years Filed as: CALLAN ASSOCIATES Service code 16 · EIN 94-2192581 | Consulting | $125,000 |
HEWITT ASSOCIATES LLC3+ years Filed as: AONHEWITT ASSOCIATES LLC. Service code 16 · EIN 36-2235791 | Consulting | $30,132 |
COLEMAN & WILLIAMS, LTD.1 year Filed as: COLEMAN & WILLIAMS Service code 10 · EIN 39-1658905 | Accounting | $28,236 |
HEWITT ASSOCIATES LLC3+ years Filed as: HEWITT ASSOCIATES Service code 16 · EIN 36-2235791 | Consulting | $5,700 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,926 | $136,209-83.2% | $82,313-72.1% | $80,976-71.7% |
| Participation rate | 77.0% | 88.0%-11.1pp | 76.9%+0.1pp | 68.3%+8.7pp |
| Annual return | -75.82% | 21.54%-97.4pp | 25.88%-101.7pp | 22.91%-98.7pp |
| Employer contribution / active EE | $4,937 | $3,633+35.9% | $2,428+103.3% | $2,402+105.5% |
| Participant deferral / active EE | $4,931 | $6,693-26.3% | $3,706+33.1% | $3,848+28.1% |
| Admin fee / account holder | $99 | $62+58.5% | $5,608-98.2% | $67+46.1% |