Filed February 23, 2010 (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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $61,294 |
FINANCIAL ENGINES1+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $6,520 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $504,067 | $43,550+1057.4% | $63,517+693.6% | $52,331+863.2% |
| Participation rate | 96.9% | 65.7%+31.2pp | 71.0%+25.9pp | 68.1%+28.8pp |
| Annual return | 6.58% | 2.03%+4.5pp | -70.30%+76.9pp | 4.54%+2.0pp |
| Employer contribution / active EE | $22,774 | $1,351+1585.5% | $2,322+880.8% | $1,882+1110.3% |
| Participant deferral / active EE | $13,027 | $2,254+478.0% | $2,953+341.1% | $3,022+331.0% |
| Admin fee / account holder | $130 | $387-66.5% | $5,892-97.8% | $592-78.1% |