Filed June 27, 2017
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 ENGINES7 years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $103,124 |
Service code 37 · EIN 04-2647786 | Loan Processing | $86,871 |
MMA SECURITIES LLC2 years Service code 16 · EIN 22-3570392 | Consulting | $70,095 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,795 | $76,173+137.3% | $81,382+122.2% | $199,593-9.4% |
| Participation rate | 91.3% | 76.3%+15.0pp | 69.5%+21.8pp | 72.0%+19.3pp |
| Annual return | 12.00% | 15.59%-3.6pp | 24.73%-12.7pp | 34.25%-22.2pp |
| Employer contribution / active EE | $7,689 | $2,792+175.4% | $2,463+212.2% | $3,034+153.4% |
| Participant deferral / active EE | $6,908 | $4,201+64.4% | $3,883+77.9% | $5,087+35.8% |
| Admin fee / account holder | $118 | $146-19.2% | $5,768-98.0% | $269-56.1% |