Filed October 19, 2004 (most recent of 2 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 |
|---|---|---|
FINANCIAL ENGINES1+ years Filed as: FINANCIAL ENGINES, INC. Service code 27 · EIN 77-0473565 | Advisory (Plan) | $176,338 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,237 | $71,957-13.5% | $67,652-8.0% | $59,188+5.2% |
| Participation rate | 45.0% | 82.7%-37.7pp | 75.7%-30.7pp | 69.4%-24.4pp |
| Annual return | -57.68% | 8.53%-66.2pp | 6625.04%-6682.7pp | 5.51%-63.2pp |
| Employer contribution / active EE | $1,206 | $2,432-50.4% | $2,266-46.7% | $2,098-42.5% |
| Participant deferral / active EE | $5,054 | $4,211+20.0% | $3,560+42.0% | $3,265+54.8% |
| Admin fee / account holder | $111 | $64+73.2% | $4,821-97.7% | $92+20.5% |