Filed April 16, 2018 (most recent of 6 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 ENGINES5+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $1,830,621 |
Service code 37 · EIN 04-2647786 | Loan Processing | $343,706 |
GEMMER ASSET MANAGEMENT5+ years Service code 26 · EIN 94-3317854 | Advisory (Participants) | $91,871 |
EWG ELEVATE INC1 year Filed as: EWG ELEVATE INC. Service code 26 · EIN 82-3365869 | Advisory (Participants) | $63,245 |
CAPITAL ADVANTAGE INC5+ years Filed as: CAPITAL ADVANTAGE Service code 14 · EIN 94-3307876 | Plan Administrator | $23,531 |
Service code 26 · EIN 26-0103189 | Advisory (Participants) | $18,180 |
UCP4 years Service code 26 · EIN 27-0493248 | Advisory (Participants) | $13,282 |
EAGLE CAPITAL MANAGEMENT, LLC5+ years Filed as: EAGLE WEST Service code 26 · EIN 42-1445429 | Advisory (Participants) | $13,022 |
Filed as: WE ALLIANCE WEALTH ADVISORS, INC Service code 26 · EIN 47-2701388 | Advisory (Participants) | $7,498 |
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 | $247,011 | $58,202+324.4% | $172,739+43.0% | $89,569+175.8% |
| Participation rate | 97.0% | 72.8%+24.2pp | 82.6%+14.4pp | 69.6%+27.4pp |
| Annual return | 23.55% | 61.59%-38.0pp | 802.84%-779.3pp | 34.56%-11.0pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $5,143-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $17,760 | $3,335+432.6% | $5,198+241.7% | $4,220+320.9% |
| Admin fee / account holder | $90 | $53+71.0% | $13,954-99.4% | $72+25.5% |