Filed February 9, 2015 (most recent of 6 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 ENGINES11+ years Service code 26 · EIN 77-0473565 | Advisory (Participants) | $1,010,718 |
FID INV INST OPS CO9 years Service code 15 · EIN 04-2647786 | Recordkeeping | $490,206 |
FINANCIAL ENGINES7 years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 27 · EIN 94-3250323 | Advisory (Plan) | $20,405 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,377 | $117,739+90.6% | $145,661+54.0% | $117,739+90.6% |
| Participation rate | 97.5% | 76.6%+20.9pp | 77.2%+20.3pp | 76.6%+20.9pp |
| Annual return | 17.22% | 17.29%-0.1pp | 101.46%-84.2pp | 17.29%-0.1pp |
| Employer contribution / active EE | $4,394 | $3,746+17.3% | $4,238+3.7% | $3,746+17.3% |
| Participant deferral / active EE | $12,757 | $6,128+108.2% | $7,198+77.2% | $6,128+108.2% |
| Admin fee / account holder | $274 | $112+144.9% | $12,466-97.8% | $112+144.9% |