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 ENGINES9+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $1,516,165 |
MORNEAU SHEPELL2 years Filed as: TELUS HEALTH Service code 14 · EIN 52-1883918 | Plan Administrator | $131,524 |
EWG ELEVATE INC5 years Filed as: EWG ELEVATE INC. Service code 26 · EIN 82-3365869 | Advisory (Participants) | $52,522 |
CAPITAL ADVANTAGE INC9+ years Filed as: CAPITAL ADVANTAGE Service code 26 · EIN 94-3307876 | Advisory (Participants) | $14,684 |
GEMMER ASSET MANAGEMENT9+ years Service code 26 · EIN 94-3317854 | Advisory (Participants) | $11,009 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$137,381 |
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 | $275,851 | $68,330+303.7% | $149,673+84.3% | $96,393+186.2% |
| Participation rate | 99.2% | 74.6%+24.6pp | 78.8%+20.5pp | 71.3%+27.9pp |
| Annual return | 17.29% | 29.64%-12.3pp | 134.42%-117.1pp | 22.88%-5.6pp |
| Employer contribution / active EE | $15,389 | $2,139+619.3% | $4,818+219.4% | $3,238+375.2% |
| Participant deferral / active EE | $0 | $4,422-100.0% | $5,680-100.0% | $5,455-100.0% |
| Admin fee / account holder | $99 | $52+91.3% | $13,210-99.2% | $74+34.6% |