Filed March 8, 2024 (most recent of 2 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) | $1,099,045 |
Service code 37 · EIN 04-2647786 | Loan Processing | $399,757 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS Service code 10 · EIN 44-0160260 | Accounting | $49,920 |
GROOM LAW GROUP1 year Service code 29 · EIN 52-1219029 | Legal | $12,901 |
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 | $226,666 | $152,104+49.0% | $184,203+23.1% | $106,382+113.1% |
| Participation rate | 98.5% | 85.9%+12.6pp | 86.8%+11.7pp | 69.9%+28.6pp |
| Annual return | 14.88% | 20.70%-5.8pp | 28.81%-13.9pp | 17.37%-2.5pp |
| Employer contribution / active EE | $10,106 | $5,326+89.8% | $6,427+57.2% | $3,364+200.5% |
| Participant deferral / active EE | $10,526 | $8,559+23.0% | $9,131+15.3% | $5,569+89.0% |
| Admin fee / account holder | $72 | $103-30.3% | $13,901-99.5% | $79-9.7% |