Filed July 29, 2006 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 27 · EIN 04-2647786 | Advisory (Plan) | $10,190,267 |
FINANCIAL ENGINES9+ years Filed as: FINANCIAL ENGINES, INC. Service code 27 · EIN 77-0473565 | Advisory (Plan) | $8,083,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,574 | $141,418+42.5% | $94,646+113.0% | $96,393+109.1% |
| Participation rate | 95.7% | 86.8%+8.9pp | 80.8%+14.9pp | 71.3%+24.4pp |
| Annual return | 15.72% | 21.96%-6.2pp | 156.71%-141.0pp | 22.88%-7.2pp |
| Employer contribution / active EE | $4,835 | $4,361+10.9% | $3,672+31.7% | $3,238+49.3% |
| Participant deferral / active EE | $9,696 | $10,695-9.3% | $7,418+30.7% | $5,455+77.7% |
| Admin fee / account holder | $88 | $82+6.4% | $7,231-98.8% | $74+18.6% |