Filed April 21, 2017 (most recent of 2 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 ENGINES10+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $2,898,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV. INTS. OP. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $773,000 |
PRICEWATERHOUSECOOPERS LLP2 years Service code 10 · EIN 13-4008324 | Accounting | $165,000 |
Filed as: NORTH PIER SEARCH CONSULTING Service code 27 · EIN 26-3521867 | Advisory (Plan) | $153,000 |
Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $106,000 |
DELOITTE & TOUCHE LLP8 years Service code 10 · EIN 13-3891517 | Accounting | $78,000 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,746 | $178,759+49.8% | $102,423+161.4% | $106,382+151.7% |
| Participation rate | 89.6% | 91.3%-1.7pp | 76.5%+13.1pp | 69.9%+19.7pp |
| Annual return | 14.08% | 17.23%-3.1pp | 29.32%-15.2pp | 17.37%-3.3pp |
| Employer contribution / active EE | $6,023 | $5,750+4.8% | $3,023+99.2% | $3,364+79.1% |
| Participant deferral / active EE | $15,590 | $9,466+64.7% | $5,053+208.5% | $5,569+180.0% |
| Admin fee / account holder | $76 | $62+22.7% | $9,451-99.2% | $79-3.8% |