Filed November 26, 2025 (most recent of 4 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 ENGINES3+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $2,599,983 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,303,273 |
FRAZIER & DEETER, LLC3+ years Filed as: FRAZIER & DEETER, LLC. Service code 10 · EIN 58-1433845 | Accounting | $19,450 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $644,309 | $106,972+502.3% | $71,671+799.0% | $80,976+695.7% |
| Participation rate | 99.9% | 64.4%+35.5pp | 68.7%+31.1pp | 68.3%+31.6pp |
| Annual return | 16.93% | 23.84%-6.9pp | 20.65%-3.7pp | 22.91%-6.0pp |
| Employer contribution / active EE | $32,964 | $4,034+717.1% | $2,460+1240.1% | $2,402+1272.2% |
| Participant deferral / active EE | $16,643 | $3,800+338.0% | $3,438+384.1% | $3,848+332.5% |
| Admin fee / account holder | $176 | $97+82.4% | $5,558-96.8% | $67+161.0% |