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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES3+ years Service code 26 1804 EMBARCADERO ROAD · PALO ALTO, CA 94303 | Advisory (Participants) | $333,763 |
Service code 12 · EIN 13-2689044 | Direct payment from the plan; Shareho... | $246,158 |
MERCER3+ years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $75,246 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $157,214 | $76,774+104.8% | $112,228+40.1% | $77,904+101.8% |
| Participation rate | 98.7% | 80.2%+18.5pp | 75.1%+23.6pp | 73.7%+25.0pp |
| Annual return | -14.37% | -10.25%-4.1pp | 27.45%-41.8pp | 12.21%-26.6pp |
| Employer contribution / active EE | $3,340 | $3,977-16.0% | $3,635-8.1% | $2,848+17.3% |
| Participant deferral / active EE | $10,908 | $3,778+188.7% | $4,728+130.7% | $4,806+127.0% |
| Admin fee / account holder | $317 | $239+32.8% | $6,410-95.1% | $133+139.4% |