Filed January 26, 2016 (most recent of 2 filings on file)
Total covered: 188 employees
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $35,262 |
FINANCIAL ENGINES3+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $22,458 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,233 | $65,118-55.1% | $76,768-61.9% | $55,725-47.5% |
| Participation rate | 94.6% | 79.6%+15.0pp | 77.0%+17.6pp | 70.9%+23.7pp |
| Annual return | -5.47% | -1.27%-4.2pp | 2.43%-7.9pp | 244.93%-250.4pp |
| Employer contribution / active EE | $1,571 | $1,941-19.0% | $2,485-36.8% | $2,078-24.4% |
| Participant deferral / active EE | $3,096 | $3,688-16.0% | $3,852-19.6% | $3,356-7.7% |
| Admin fee / account holder | $91 | $116-21.3% | $6,675-98.6% | $115-20.8% |