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 ENGINES6+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $240,712 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$94,154 |
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 | $220,640 | $127,481+73.1% | $149,696+47.4% | $90,288+144.4% |
| Participation rate | 98.2% | 78.2%+20.0pp | 82.5%+15.7pp | 73.4%+24.8pp |
| Annual return | 21.37% | 57.78%-36.4pp | 276.60%-255.2pp | 53.97%-32.6pp |
| Employer contribution / active EE | $7,809 | $3,448+126.5% | $4,644+68.1% | $2,524+209.4% |
| Participant deferral / active EE | $12,526 | $6,975+79.6% | $6,842+83.1% | $4,232+196.0% |
| Admin fee / account holder | $84 | $152-44.8% | $9,309-99.1% | $114-26.6% |