Filed March 8, 2024 (most recent of 2 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 ENGINES1 year Service code 27 · EIN 77-0473565 | Advisory (Plan) | $6,982 |
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 | $99,781 | $136,307-26.8% | $177,821-43.9% | $73,488+35.8% |
| Participation rate | 92.7% | 86.1%+6.6pp | 87.7%+5.0pp | 70.7%+22.1pp |
| Annual return | 15.20% | 18.68%-3.5pp | 48.32%-33.1pp | 28.51%-13.3pp |
| Employer contribution / active EE | $4,607 | $3,712+24.1% | $5,918-22.2% | $2,270+103.0% |
| Participant deferral / active EE | $3,539 | $5,829-39.3% | $7,714-54.1% | $3,740-5.4% |
| Admin fee / account holder | $12 | $596-98.0% | $12,427-99.9% | $513-97.6% |