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 ENGINES8+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $736,447 |
Filed as: FIDELITY INV. INST. OPER. CO., INC Service code 37 · EIN 04-2647786 | Loan Processing | $510,610 |
SAGEVIEW ADVISORY GROUP, LLC6 years Filed as: SAGEVIEW Service code 16 · EIN 33-0818667 | Consulting | $67,000 |
SMITH & HOWARD, PC7 years Filed as: SMITH & HOWARD Service code 10 · EIN 58-1250486 | Accounting | $32,000 |
HOGAN LOVELLS US LLP1 year Service code 16 · EIN 53-0084704 | Consulting | $22,868 |
Service code 16 · EIN 57-1139545 | Consulting | $1,000 |
AMERICAN REALTY ADVISORS8+ years Filed as: AMERICAN BEACON Service code 60 | Sub-TA Fees | $0 |
BAIRD INSURANCE SERVICES INC7 years Filed as: BAIRD Service code 60 | Sub-TA Fees | $0 |
COLUMBIA1 year Service code 60 | Sub-TA Fees | $0 |
DIMENSIONAL FUND ADVISORS4 years Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,326 | $119,153-13.3% | $151,611-31.8% | $78,044+32.4% |
| Participation rate | 95.6% | 92.5%+3.1pp | 87.5%+8.1pp | 74.4%+21.1pp |
| Annual return | -19.89% | -10.83%-9.1pp | 3.33%-23.2pp | 10.87%-30.8pp |
| Employer contribution / active EE | $5,021 | $5,298-5.2% | $6,166-18.6% | $3,125+60.7% |
| Participant deferral / active EE | $10,035 | $8,624+16.4% | $8,363+20.0% | $5,084+97.4% |
| Admin fee / account holder | $127 | $69+85.3% | $11,616-98.9% | $79+61.4% |