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 | $54,001 |
FINANCIAL ENGINES1 year Filed as: FINANCIAL ENGINES LLC Service code 27 · EIN 47-5324976 1050 ENTERPRISE WAY 3RD FLOOR · SUNNYVALE, CA 94089 | Advisory (Plan) | $8,738 |
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 | $649,592 | $50,385+1189.2% | $75,670+758.5% | $62,292+942.8% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 14.92% | 19.90%-5.0pp | 27.34%-12.4pp | 28.90%-14.0pp |
| Employer contribution / active EE | $26,006 | $1,537+1591.7% | $2,352+1005.8% | $2,042+1173.4% |
| Participant deferral / active EE | $14,474 | $2,445+491.9% | $3,142+360.6% | $3,169+356.7% |
| Admin fee / account holder | $138 | $384-64.2% | $5,800-97.6% | $479-71.3% |