Filed March 21, 2022 (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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $91,348 |
FINANCIAL ENGINES1 year Service code 27 · EIN 94-3250323 | Advisory (Plan) | $72,103 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,357 | $110,299+80.7% | $102,423+94.6% | $199,593-0.1% |
| Participation rate | 99.6% | 86.3%+13.3pp | 76.5%+23.1pp | 72.0%+27.6pp |
| Annual return | 16.33% | 35.73%-19.4pp | 29.32%-13.0pp | 34.25%-17.9pp |
| Employer contribution / active EE | $7,767 | $3,603+115.6% | $3,023+156.9% | $3,034+156.0% |
| Participant deferral / active EE | $11,341 | $6,376+77.9% | $5,053+124.4% | $5,087+122.9% |
| Admin fee / account holder | $82 | $122-32.7% | $9,451-99.1% | $269-69.4% |