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) | $1,525,173 |
Filed as: WE ALLIANCE WEALTH ADVISORS, INC Service code 26 · EIN 47-2701388 | Advisory (Participants) | $138,114 |
MERCER1 year Filed as: MERCER INC. Service code 14 · EIN 13-2834414 | Plan Administrator | $54,559 |
EWG ELEVATE INC1 year Filed as: EWG ELEVATE INC. Service code 26 · EIN 82-3365869 | Advisory (Participants) | $40,627 |
GEMMER ASSET MANAGEMENT5+ years Service code 26 · EIN 94-3317854 | Advisory (Participants) | $34,840 |
CAPITAL ADVANTAGE INC5+ years Filed as: CAPITAL ADVANTAGE Service code 26 · EIN 94-3307876 | Advisory (Participants) | $11,844 |
CAMBRIDGE INVESTMENT RESEARCH5+ years Filed as: CAMBRIDGE INVESTMENT Service code 26 · EIN 42-1445429 | Advisory (Participants) | $7,504 |
GOLDMAN SACHS2 years Filed as: UNITED CAPITAL FINANCIAL ADVISERS Service code 26 · EIN 27-0493248 | Advisory (Participants) | $5,477 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,642 | $58,202+308.3% | $172,739+37.6% | $89,569+165.3% |
| Participation rate | 99.9% | 72.8%+27.0pp | 82.6%+17.2pp | 69.6%+30.3pp |
| Annual return | 22.09% | 61.59%-39.5pp | 802.84%-780.7pp | 34.56%-12.5pp |
| Employer contribution / active EE | $15,199 | $1,759+764.1% | $5,143+195.5% | $2,584+488.1% |
| Participant deferral / active EE | $0 | $3,335-100.0% | $5,198-100.0% | $4,220-100.0% |
| Admin fee / account holder | $180 | $53+242.9% | $13,954-98.7% | $72+151.6% |