Filed May 11, 2015
Total covered: 1,363 employees
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 ENGINES3 years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $2,624,149 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $705,550 |
MERCER6 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $239,939 |
SENSIBA SAN FILIPPO LLP3 years Filed as: SENSIBA LLP Service code 10 · EIN 94-2370906 | Accounting | $82,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $356,708 | $142,480+150.4% | $145,433+145.3% | $142,480+150.4% |
| Participation rate | 97.0% | 76.2%+20.8pp | 82.1%+14.9pp | 76.2%+20.8pp |
| Annual return | 18.54% | 16.32%+2.2pp | 66.58%-48.0pp | 16.32%+2.2pp |
| Employer contribution / active EE | $3,705 | $3,867-4.2% | $4,554-18.7% | $3,867-4.2% |
| Participant deferral / active EE | $18,546 | $6,807+172.4% | $7,897+134.8% | $6,807+172.4% |
| Admin fee / account holder | $112 | $307-63.6% | $13,129-99.2% | $307-63.6% |