Filed October 18, 2019 (most recent of 2 filings on file)
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 ENGINES1+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $754,012 |
ALSTON & BIRD LLP1+ years Service code 10 · EIN 58-0137615 | Accounting | $70,382 |
Service code 37 · EIN 04-2647786 | Loan Processing | $38,410 |
MERCER1+ years Service code 10 · EIN 13-2834414 | Accounting | $36,460 |
CARON & BLETZER, PLLC1+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $12,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,248 | $67,505+30.7% | $73,307+20.4% | $67,505+30.7% |
| Participation rate | 91.8% | 71.2%+20.6pp | 74.9%+16.9pp | 71.2%+20.6pp |
| Annual return | 0.88% | 6.52%-5.6pp | 5.67%-4.8pp | 6.52%-5.6pp |
| Employer contribution / active EE | $3,371 | $2,173+55.2% | $3,237+4.1% | $2,173+55.2% |
| Participant deferral / active EE | $4,902 | $3,597+36.3% | $4,991-1.8% | $3,597+36.3% |
| Admin fee / account holder | $87 | $56+54.3% | $5,637-98.5% | $56+54.3% |