Filed April 22, 2025 (most recent of 3 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 ENGINES6+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $643,062 |
Service code 37 · EIN 04-2647786 | Loan Processing | $571,679 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $139,170 | $84,517+64.7% | $133,956+3.9% | $93,223+49.3% |
| Participation rate | 91.5% | 81.9%+9.7pp | 79.8%+11.7pp | 74.9%+16.6pp |
| Annual return | 13.98% | 16.66%-2.7pp | 45.09%-31.1pp | 19.29%-5.3pp |
| Employer contribution / active EE | $1,631 | $2,296-28.9% | $3,919-58.4% | $2,680-39.1% |
| Participant deferral / active EE | $6,670 | $4,286+55.6% | $5,048+32.1% | $4,563+46.2% |
| Admin fee / account holder | $124 | $66+88.1% | $8,927-98.6% | $79+57.1% |