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) | $1,650,906 |
MORNEAU SHEPELL1 year Filed as: TELUS HEALTH Service code 14 · EIN 52-1883918 | Plan Administrator | $134,673 |
EWG ELEVATE INC4 years Filed as: EWG ELEVATE INC. Service code 26 · EIN 82-3365869 | Advisory (Participants) | $64,425 |
GEMMER ASSET MANAGEMENT8+ years Service code 26 · EIN 94-3317854 | Advisory (Participants) | $27,198 |
CAPITAL ADVANTAGE INC8+ years Filed as: CAPITAL ADVANTAGE Service code 26 · EIN 94-3307876 | Advisory (Participants) | $17,693 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$14,692 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,479 | $83,057+187.1% | $143,757+65.9% | $89,394+166.8% |
| Participation rate | 100.0% | 74.0%+25.9pp | 80.3%+19.7pp | 71.3%+28.7pp |
| Annual return | -16.81% | -13.97%-2.8pp | -0.04%-16.8pp | -11.89%-4.9pp |
| Employer contribution / active EE | $15,710 | $2,095+649.9% | $4,951+217.3% | $3,022+419.9% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $5,637-100.0% | $5,123-100.0% |
| Admin fee / account holder | $244 | $83+193.6% | $14,673-98.3% | $79+206.8% |