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 ENGINES6+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $295,704 |
Service code 37 · EIN 04-2647786 | Loan Processing | $137,023 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $353,321 | $100,801+250.5% | $149,696+136.0% | $73,409+381.3% |
| Participation rate | 98.0% | 77.7%+20.3pp | 82.5%+15.5pp | 72.2%+25.8pp |
| Annual return | 14.87% | 265.34%-250.5pp | 276.60%-261.7pp | 59.29%-44.4pp |
| Employer contribution / active EE | $5,712 | $3,312+72.5% | $4,644+23.0% | $2,234+155.7% |
| Participant deferral / active EE | $12,204 | $6,404+90.6% | $6,842+78.4% | $3,805+220.7% |
| Admin fee / account holder | $297 | $181+64.2% | $9,309-96.8% | $158+88.0% |