Filed September 18, 2018
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 |
|---|---|---|
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL INVESTMENTS CAPITAL, LLC Service code 28 · EIN 91-1659779 | Investment Management | $6,211,372 |
FINANCIAL ENGINES2 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $3,193,997 |
FID INV INST OPS CO1 year Filed as: FID INV INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $1,841,676 |
WILLIAM BLAIR1 year Filed as: WILLIAM BLAIR INVESMENT MGMT Service code 26 · EIN 47-2614791 | Advisory (Participants) | $254,019 |
FISHER INVESTMENTS2 years Filed as: FISHER INVESTMENT Service code 26 · EIN 94-3029777 | Advisory (Participants) | $230,089 |
MARINER LLC2 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 26 · EIN 20-4553256 | Advisory (Participants) | $187,709 |
Filed as: BARROW HANELY, MEWHINNEY & STRAUS Service code 26 JP MORGAN CHASE TOWER 2200 ROSS AVE · DALLAS, TX 75201 | Advisory (Participants) | $159,963 |
Filed as: TWIN PEAK WEALTH ADVISORS Service code 26 · EIN 81-1580168 | Advisory (Participants) | $153,463 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING Service code 26 · EIN 43-1270780 | Advisory (Participants) | $32,406 |
Filed as: TITLEIST ASSET MGMT LLC Service code 26 · EIN 92-0660938 | Advisory (Participants) | $28,028 |
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 | $210,223 | $237,678-11.6% | $113,168+85.8% | $140,769+49.3% |
| Participation rate | 98.7% | 92.1%+6.6pp | 76.6%+22.1pp | 74.2%+24.5pp |
| Annual return | 19.63% | 20.63%-1.0pp | 24.27%-4.6pp | 16.82%+2.8pp |
| Employer contribution / active EE | $7,702 | $6,583+17.0% | $2,975+158.9% | $3,906+97.2% |
| Participant deferral / active EE | $15,790 | $11,080+42.5% | $5,107+209.2% | $6,717+135.1% |
| Admin fee / account holder | $82 | $66+24.8% | $12,068-99.3% | $229-64.1% |