Filed January 30, 2019 (most recent of 3 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 10-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 |
|---|---|---|
FINANCIAL ENGINES10+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $174,524 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 25 · EIN 04-2647786 | Directed Trustee | $123,058 |
SS&C1 year Service code 49 · EIN 04-3157927 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,222 | $122,693+24.1% | $184,203-17.4% | $199,593-23.7% |
| Participation rate | 99.6% | 86.8%+12.8pp | 86.8%+12.8pp | 72.0%+27.7pp |
| Annual return | 15.66% | 143.91%-128.2pp | 28.81%-13.2pp | 34.25%-18.6pp |
| Employer contribution / active EE | $9,141 | $4,584+99.4% | $6,427+42.2% | $3,034+201.3% |
| Participant deferral / active EE | $10,901 | $7,990+36.4% | $9,131+19.4% | $5,087+114.3% |
| Admin fee / account holder | $160 | $121+33.1% | $13,901-98.8% | $269-40.3% |