Filed November 9, 2022 (most recent of 5 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 ENGINES4 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $51,733 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$35,507 |
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 | $76,338 | $47,456+60.9% | $172,739-55.8% | $77,787-1.9% |
| Participation rate | 76.4% | 66.3%+10.1pp | 82.6%-6.3pp | 73.2%+3.2pp |
| Annual return | 23.30% | 35.57%-12.3pp | 802.84%-779.5pp | 32.57%-9.3pp |
| Employer contribution / active EE | $485 | $1,574-69.2% | $5,143-90.6% | $2,504-80.7% |
| Participant deferral / active EE | $3,957 | $2,560+54.6% | $5,198-23.9% | $3,967-0.3% |
| Admin fee / account holder | $35 | $81-56.7% | $13,954-99.7% | $100-65.0% |