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 ENGINES6+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $1,756,214 |
Service code 37 · EIN 04-2647786 | Loan Processing | $125,278 |
EWG ELEVATE INC2 years Filed as: EWG ELEVATE INC. Service code 26 · EIN 82-3365869 | Advisory (Participants) | $108,084 |
GEMMER ASSET MANAGEMENT6+ years Service code 26 · EIN 94-3317854 | Advisory (Participants) | $54,701 |
CAPITAL ADVANTAGE INC6+ years Filed as: CAPITAL ADVANTAGE Service code 14 · EIN 94-3307876 | Plan Administrator | $29,656 |
1919 INVESTMENT COUNSEL, LLC2 years Service code 26 · EIN 26-0103189 | Advisory (Participants) | $19,220 |
UCP5 years Service code 26 · EIN 27-0493248 | Advisory (Participants) | $10,313 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $287,258 | $66,513+331.9% | $178,490+60.9% | $106,222+170.4% |
| Participation rate | 97.6% | 73.8%+23.9pp | 81.9%+15.7pp | 70.8%+26.8pp |
| Annual return | 17.59% | 21.81%-4.2pp | 151.07%-133.5pp | 21.69%-4.1pp |
| Employer contribution / active EE | $0 | $1,776-100.0% | $5,011-100.0% | $2,723-100.0% |
| Participant deferral / active EE | $19,129 | $3,679+419.9% | $5,202+267.7% | $4,600+315.8% |
| Admin fee / account holder | $82 | $53+53.5% | $13,984-99.4% | $78+4.7% |