Filed April 5, 2021 (most recent of 5 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 ENGINES3 years Filed as: FINANCIAL ENGINES ADVISORS, LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $185,472 |
CONDUENT HR CONSULTING, LLC4 years Filed as: CONDUENT HR SERVICES LLC Service code 64 · EIN 16-0468020 | Recordkeeping Fees | $12,942 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,354 | $143,525+6.8% | $379,746-59.6% | $90,288+69.9% |
| Participation rate | 96.9% | 82.9%+14.0pp | 78.4%+18.5pp | 73.4%+23.6pp |
| Annual return | 5.13% | 18.97%-13.8pp | 34.90%-29.8pp | 53.97%-48.8pp |
| Employer contribution / active EE | $2,554 | $3,201-20.2% | $3,540-27.8% | $2,524+1.2% |
| Participant deferral / active EE | $6,851 | $5,231+31.0% | $6,024+13.7% | $4,232+61.9% |
| Admin fee / account holder | $178 | $100+77.8% | $7,927-97.7% | $114+56.5% |