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 ENGINES4+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $413,335 |
Filed as: FIDELITY INV. INST. OPER. CO., INC Service code 37 · EIN 04-2647786 | Loan Processing | $167,632 |
KILPATRICK TOWNSEND4+ years Service code 29 · EIN 58-0511774 | Legal | $95,882 |
SMITH & HOWARD, PC3 years Filed as: SMITH & HOWARD Service code 10 · EIN 58-0125048 | Accounting | $47,000 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW Service code 27 · EIN 33-0818667 | Advisory (Plan) | $33,500 |
SAGEVIEW ADVISORY GROUP, LLC4+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $33,500 |
AMERICAN REALTY ADVISORS4+ years Filed as: AMERICAN BEACON Service code 60 | Sub-TA Fees | $0 |
BAIRD INSURANCE SERVICES INC3 years Filed as: BAIRD Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INSTITUTIONAL ASSET MANAGE Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INSTITUTIONAL ASSET MNG Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,549 | $104,281-1.7% | $140,016-26.8% | $68,904+48.8% |
| Participation rate | 97.8% | 89.1%+8.7pp | 87.5%+10.3pp | 74.1%+23.7pp |
| Annual return | -5.26% | -1.33%-3.9pp | 651.12%-656.4pp | 1.07%-6.3pp |
| Employer contribution / active EE | $6,127 | $4,070+50.5% | $5,606+9.3% | $2,540+141.2% |
| Participant deferral / active EE | $9,331 | $6,129+52.2% | $6,927+34.7% | $4,015+132.4% |
| Admin fee / account holder | $59 | $79-25.3% | $10,705-99.5% | $71-17.5% |