Filed April 16, 2021 (most recent of 2 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 ENGINES3+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $232,836 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$12,082 |
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 | $163,029 | $96,458+69.0% | $136,294+19.6% | $77,958+109.1% |
| Participation rate | 93.5% | 75.4%+18.1pp | 81.9%+11.5pp | 71.6%+21.8pp |
| Annual return | 21.98% | 23.78%-1.8pp | 5155.94%-5134.0pp | 20.87%+1.1pp |
| Employer contribution / active EE | $5,160 | $3,144+64.1% | $4,695+9.9% | $2,310+123.3% |
| Participant deferral / active EE | $10,337 | $5,902+75.1% | $6,247+65.5% | $3,537+192.3% |
| Admin fee / account holder | $135 | $80+67.8% | $9,243-98.5% | $97+38.6% |