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 ENGINES5+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $242,446 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$58,156 |
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 | $180,538 | $101,523+77.8% | $141,162+27.9% | $77,787+132.1% |
| Participation rate | 96.1% | 77.4%+18.7pp | 82.5%+13.6pp | 73.2%+22.9pp |
| Annual return | 24.65% | 56.22%-31.6pp | 71.39%-46.7pp | 32.57%-7.9pp |
| Employer contribution / active EE | $7,887 | $3,341+136.1% | $4,735+66.6% | $2,504+214.9% |
| Participant deferral / active EE | $11,502 | $6,434+78.8% | $6,709+71.4% | $3,967+189.9% |
| Admin fee / account holder | $106 | $92+15.9% | $10,261-99.0% | $100+6.0% |