Filed January 18, 2022 (most recent of 7 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 ENGINES1+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $160,815 |
Filed as: FIDELITY INV. INST. OPER. CO., INC Service code 37 · EIN 04-2647786 | Loan Processing | $143,033 |
KILPATRICK TOWNSEND1+ years Service code 29 · EIN 58-0511774 | Legal | $27,531 |
KILPATRICK TOWNSEND1+ years Filed as: KILKPATRICK TOWNSEND Service code 29 · EIN 58-0511774 | Legal | $20,647 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818660 | Advisory (Plan) | $17,950 |
Service code 29 · EIN 58-0401110 | Legal | $6,567 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN BEACON Service code 60 | Sub-TA Fees | $0 |
EQUIFAX1+ years Filed as: EQUIFAX STOCK Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INV INST OPER CO, INC. Service code 60 | Sub-TA Fees | $0 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,605 | $75,760+28.8% | $123,104-20.7% | $59,188+64.9% |
| Participation rate | 97.7% | 86.0%+11.6pp | 86.8%+10.9pp | 69.4%+28.3pp |
| Annual return | 5.18% | 2.93%+2.3pp | 13.22%-8.0pp | 5.51%-0.3pp |
| Employer contribution / active EE | $5,367 | $3,415+57.1% | $5,151+4.2% | $2,098+155.8% |
| Participant deferral / active EE | $7,687 | $5,000+53.7% | $6,230+23.4% | $3,265+135.4% |
| Admin fee / account holder | $15 | $61-75.5% | $9,015-99.8% | $92-83.9% |