Filed August 2, 2018 (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 94-3250323 | Advisory (Plan) | $949,535 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 25 · EIN 04-2647786 | Directed Trustee | $211,055 |
SS&C1 year Service code 49 · EIN 04-3157927 | Other Services | $0 |
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 | $215,063 | $122,693+75.3% | $184,203+16.8% | $199,593+7.8% |
| Participation rate | 99.0% | 86.8%+12.2pp | 86.8%+12.2pp | 72.0%+27.0pp |
| Annual return | 15.25% | 143.91%-128.7pp | 28.81%-13.6pp | 34.25%-19.0pp |
| Employer contribution / active EE | $10,133 | $4,584+121.0% | $6,427+57.7% | $3,034+233.9% |
| Participant deferral / active EE | $9,759 | $7,990+22.1% | $9,131+6.9% | $5,087+91.8% |
| Admin fee / account holder | $170 | $121+41.2% | $13,901-98.8% | $269-36.7% |