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 | $55,247 |
FINANCIAL ENGINES4+ years Service code 27 · EIN 47-5324976 | Advisory (Plan) | $10,541 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $558,395 | $43,504+1183.5% | $68,793+711.7% | $56,287+892.1% |
| Participation rate | 98.6% | 67.8%+30.8pp | 72.2%+26.4pp | 69.9%+28.8pp |
| Annual return | -14.48% | -3.15%-11.3pp | -4.63%-9.9pp | -9.96%-4.5pp |
| Employer contribution / active EE | $14,940 | $1,525+879.5% | $2,625+469.1% | $2,111+607.7% |
| Participant deferral / active EE | $14,896 | $2,509+493.8% | $3,311+349.9% | $3,350+344.7% |
| Admin fee / account holder | $149 | $515-71.0% | $5,131-97.1% | $521-71.4% |