Filed November 29, 2023 (most recent of 4 filings on file)
Total covered: 583 employees
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES3+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $2,243,474 |
Service code 37 · EIN 04-2647786 | Loan Processing | $519,830 |
CURCIO WEBB1 year Service code 16 · EIN 36-4171366 | Consulting | $16,068 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,099 | $80,976+155.8% | $97,995+111.3% | $80,976+155.8% |
| Participation rate | 94.4% | 68.3%+26.1pp | 82.4%+12.0pp | 68.3%+26.1pp |
| Annual return | 7.79% | 22.91%-15.1pp | 23.94%-16.1pp | 22.91%-15.1pp |
| Employer contribution / active EE | $3,350 | $2,402+39.5% | $4,158-19.4% | $2,402+39.5% |
| Participant deferral / active EE | $10,953 | $3,848+184.6% | $5,097+114.9% | $3,848+184.6% |
| Admin fee / account holder | $175 | $67+159.2% | $5,943-97.1% | $67+159.2% |