Filed April 5, 2018
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 13 · EIN 42-0127290 | Contract Administrator | $624,503 |
FINANCIAL ENGINES2 years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $136,947 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,651 | $77,577+2.7% | $101,794-21.8% | $140,769-43.4% |
| Participation rate | 96.1% | 56.8%+39.3pp | 69.2%+26.9pp | 74.2%+21.9pp |
| Annual return | 16.40% | 14.47%+1.9pp | 30.53%-14.1pp | 16.82%-0.4pp |
| Employer contribution / active EE | $2,199 | $1,318+66.9% | $2,289-3.9% | $3,906-43.7% |
| Participant deferral / active EE | $5,724 | $2,205+159.5% | $4,084+40.2% | $6,717-14.8% |
| Admin fee / account holder | $47 | $84-44.5% | $8,777-99.5% | $229-79.6% |