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 ENGINES10+ years Service code 26 · EIN 77-0473565 | Advisory (Participants) | $924,694 |
FID INV INST OPS CO8 years Service code 15 · EIN 04-2647786 | Recordkeeping | $462,394 |
FINANCIAL ENGINES6 years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 27 · EIN 94-3250323 | Advisory (Plan) | $19,980 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,615 | $99,062+103.5% | $136,007+48.2% | $99,062+103.5% |
| Participation rate | 97.7% | 71.6%+26.1pp | 76.5%+21.2pp | 71.6%+26.1pp |
| Annual return | 13.46% | 17.66%-4.2pp | 579.32%-565.9pp | 17.66%-4.2pp |
| Employer contribution / active EE | $4,253 | $3,262+30.4% | $4,217+0.9% | $3,262+30.4% |
| Participant deferral / active EE | $12,338 | $5,331+131.4% | $7,025+75.6% | $5,331+131.4% |
| Admin fee / account holder | $306 | $109+180.8% | $6,858-95.5% | $109+180.8% |