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 | $56,991 |
FINANCIAL ENGINES2+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $7,335 |
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 | $569,273 | $46,072+1135.6% | $70,014+713.1% | $55,167+931.9% |
| Participation rate | 98.7% | 67.5%+31.2pp | 71.8%+26.9pp | 69.0%+29.7pp |
| Annual return | 8.26% | 8.68%-0.4pp | 12.99%-4.7pp | 169.23%-161.0pp |
| Employer contribution / active EE | $23,202 | $1,500+1446.8% | $2,338+892.2% | $1,963+1082.2% |
| Participant deferral / active EE | $13,194 | $2,344+463.0% | $2,931+350.2% | $3,054+332.0% |
| Admin fee / account holder | $144 | $428-66.3% | $4,380-96.7% | $504-71.4% |