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 ENGINES10+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $1,605,062 |
MORNEAU SHEPELL3 years Filed as: TELUS HEALTH Service code 14 · EIN 52-1883918 | Plan Administrator | $133,185 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$83,855 |
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 | $307,503 | $73,283+319.6% | $155,509+97.7% | $106,382+189.1% |
| Participation rate | 99.2% | 73.3%+26.0pp | 78.2%+21.1pp | 69.9%+29.4pp |
| Annual return | 13.38% | 15.77%-2.4pp | 64.67%-51.3pp | 17.37%-4.0pp |
| Employer contribution / active EE | $16,015 | $2,247+612.6% | $4,672+242.8% | $3,364+376.1% |
| Participant deferral / active EE | $0 | $4,580-100.0% | $5,626-100.0% | $5,569-100.0% |
| Admin fee / account holder | $137 | $56+144.3% | $15,912-99.1% | $79+73.0% |