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 | $60,328 |
FINANCIAL ENGINES5+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $11,717 |
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 | $650,116 | $50,666+1183.1% | $76,817+746.3% | $65,185+897.3% |
| Participation rate | 93.4% | 68.8%+24.6pp | 72.1%+21.3pp | 70.2%+23.2pp |
| Annual return | 21.93% | 28.51%-6.6pp | 1166.11%-1144.2pp | 29.38%-7.5pp |
| Employer contribution / active EE | $24,728 | $1,575+1470.2% | $2,302+974.2% | $2,177+1036.1% |
| Participant deferral / active EE | $14,039 | $2,647+430.4% | $3,336+320.9% | $3,514+299.5% |
| Admin fee / account holder | $167 | $463-64.0% | $6,420-97.4% | $847-80.3% |