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 ENGINES8+ years Service code 26 · EIN 77-0473565 | Advisory (Participants) | $895,152 |
FID INV INST OPS CO6 years Service code 15 · EIN 04-2647786 | Recordkeeping | $514,627 |
FINANCIAL ENGINES4 years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 27 · EIN 94-3250323 | Advisory (Plan) | $18,945 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,924 | $78,044+119.0% | $115,756+47.7% | $78,044+119.0% |
| Participation rate | 97.6% | 74.4%+23.1pp | 77.1%+20.5pp | 74.4%+23.1pp |
| Annual return | -14.74% | 10.87%-25.6pp | 143.14%-157.9pp | 10.87%-25.6pp |
| Employer contribution / active EE | $4,021 | $3,125+28.7% | $3,793+6.0% | $3,125+28.7% |
| Participant deferral / active EE | $11,572 | $5,084+127.6% | $6,254+85.0% | $5,084+127.6% |
| Admin fee / account holder | $331 | $79+318.6% | $8,124-95.9% | $79+318.6% |