Filed October 25, 2021
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $140,898 |
FINANCIAL ENGINES10+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $114,912 |
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC Service code 27 · EIN 22-2232264 | Advisory (Plan) | $95,000 |
FINANCIAL ENGINES6 years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $17,700 |
KEITER10+ years Service code 10 · EIN 54-1631262 | Accounting | $17,600 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$317,199 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $535,495 | $145,877+267.1% | $150,045+256.9% | $102,872+420.5% |
| Participation rate | 94.2% | 79.8%+14.4pp | 82.3%+11.9pp | 73.0%+21.2pp |
| Annual return | 6.28% | 21.37%-15.1pp | 62.55%-56.3pp | 19.06%-12.8pp |
| Employer contribution / active EE | $13,670 | $4,710+190.2% | $4,693+191.3% | $3,526+287.7% |
| Participant deferral / active EE | $16,727 | $9,491+76.2% | $7,997+109.2% | $5,535+202.2% |
| Admin fee / account holder | $28 | $176-84.2% | $13,435-99.8% | $292-90.5% |