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 | $57,341 |
FINANCIAL ENGINES6+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $13,817 |
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 | $696,067 | $54,590+1175.1% | $81,930+749.6% | $73,488+847.2% |
| Participation rate | 98.6% | 68.3%+30.3pp | 72.0%+26.6pp | 70.7%+27.9pp |
| Annual return | 9.76% | 17.74%-8.0pp | 29.49%-19.7pp | 28.51%-18.8pp |
| Employer contribution / active EE | $20,474 | $1,636+1151.5% | $4,310+375.0% | $2,270+801.9% |
| Participant deferral / active EE | $14,934 | $2,759+441.3% | $7,107+110.1% | $3,740+299.3% |
| Admin fee / account holder | $177 | $592-70.0% | $5,158-96.6% | $513-65.4% |