See peer percentile detail with Solo.
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 10-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 ENGINES4+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $331,190 |
Service code 37 · EIN 04-2647786 | Loan Processing | $65,605 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $290,181 | $75,388+284.9% | $123,544+134.9% | $55,725+420.7% |
| Participation rate | 98.9% | 75.7%+23.2pp | 82.3%+16.6pp | 70.9%+28.1pp |
| Annual return | -5.21% | 4.48%-9.7pp | 119.20%-124.4pp | 244.93%-250.1pp |
| Employer contribution / active EE | $10,720 | $3,063+250.0% | $4,628+131.6% | $2,078+415.8% |
| Participant deferral / active EE | $11,037 | $5,651+95.3% | $6,426+71.8% | $3,356+228.9% |
| Admin fee / account holder | $212 | $120+76.9% | $9,284-97.7% | $115+83.9% |