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 Filed as: FINANCIAL ENGINES, INC. Service code 27 · EIN 94-3250323 | Advisory (Plan) | $64,840 |
Service code 11 · EIN 31-1582098 | Actuarial | $46,800 |
NOVAK BIRKS, P.C.6+ years Service code 10 · EIN 43-1122456 | Accounting | $29,081 |
DOUTHIT FRETS ROUSE GENTILE RHODES4 years Service code 29 · EIN 43-1706479 | Legal | $21,588 |
MERTZ INSURANCE GROUP4 years Service code 23 323 CASTLE PINE CIRCLE · PAPILLION, NE 68133 | Insurance services | $9,270 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $165,322-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 1.7%-1.7pp |
| Annual return | 13.24% | 6.95%+6.3pp | 8.01%+5.2pp | 627.08%-613.8pp |
| Employer contribution / active EE | $19,556 | $11,635+68.1% | $29,475-33.7% | $18,824+3.9% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $637-100.0% | $1,923-100.0% |