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 ENGINES8+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $1,993,562 |
EWG ELEVATE INC4 years Filed as: EWG ELEVATE INC. Service code 26 · EIN 82-3365869 | Advisory (Participants) | $87,558 |
Service code 37 · EIN 04-2647786 | Loan Processing | $86,302 |
GEMMER ASSET MANAGEMENT8+ years Service code 26 · EIN 94-3317854 | Advisory (Participants) | $70,453 |
CAPTIAL BANK AND TRUST2 years Filed as: CAPTIAL ADVANTAGE Service code 14 · EIN 94-3307876 | Plan Administrator | $30,076 |
1919 INVESTMENT COUNSEL, LLC4 years Service code 26 · EIN 26-0103189 | Advisory (Participants) | $21,172 |
UCP7 years Service code 26 · EIN 27-0493248 | Advisory (Participants) | $16,761 |
EAGLE CAPITAL MANAGEMENT, LLC8+ years Filed as: EAGLE WEST Service code 26 · EIN 42-1445429 | Advisory (Participants) | $6,571 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $253,681 | $83,057+205.4% | $143,757+76.5% | $89,394+183.8% |
| Participation rate | 97.8% | 74.0%+23.8pp | 80.3%+17.5pp | 71.3%+26.5pp |
| Annual return | -17.20% | -13.97%-3.2pp | -0.04%-17.2pp | -11.89%-5.3pp |
| Employer contribution / active EE | $0 | $2,095-100.0% | $4,951-100.0% | $3,022-100.0% |
| Participant deferral / active EE | $19,958 | $4,281+366.2% | $5,637+254.1% | $5,123+289.6% |
| Admin fee / account holder | $80 | $83-3.5% | $14,673-99.5% | $79+0.9% |