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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.
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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 |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $172,679 |
MERCER3+ years Filed as: MERCER HR SERVICES, LLC Service code 15 | Recordkeeping | $50,211 |
FINANCIAL ENGINES3+ years Service code 26 1804 EMBARCADERO ROAD · PALO ALTO, CA 94303 | Advisory (Participants) | $44,440 |
MERCER1 year Filed as: MERCER HR SERVICES Service code 15 · EIN 20-1932099 | Recordkeeping | $7,618 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,047 | $221,442-19.6% | $92,233+93.0% | $77,958+128.4% |
| Participation rate | 97.3% | 79.6%+17.7pp | 76.5%+20.8pp | 71.6%+25.6pp |
| Annual return | 16.71% | 15.65%+1.1pp | 176.28%-159.6pp | 20.87%-4.2pp |
| Employer contribution / active EE | $7,472 | $3,226+131.6% | $3,679+103.1% | $2,310+223.4% |
| Participant deferral / active EE | $9,034 | $2,779+225.1% | $3,897+131.8% | $3,537+155.5% |
| Admin fee / account holder | $80 | $210-62.1% | $5,194-98.5% | $97-18.3% |