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 | $35,765 |
FINANCIAL ENGINES5+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $25,384 |
Form 5500 reported that benefits due were not provided when due.
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 | $46,366 | $79,519-41.7% | $95,952-51.7% | $73,409-36.8% |
| Participation rate | 97.4% | 81.2%+16.2pp | 77.1%+20.3pp | 72.2%+25.2pp |
| Annual return | 14.67% | 19.20%-4.5pp | 91.61%-76.9pp | 59.29%-44.6pp |
| Employer contribution / active EE | $1,522 | $2,048-25.7% | $2,541-40.1% | $2,234-31.9% |
| Participant deferral / active EE | $2,957 | $4,138-28.5% | $4,167-29.0% | $3,805-22.3% |
| Admin fee / account holder | $117 | $184-36.7% | $6,795-98.3% | $158-26.1% |