Filed March 24, 2006
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 |
|---|---|---|
FINANCIAL ENGINES5+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $449,021 |
Service code 37 · EIN 04-2647786 | Loan Processing | $323,340 |
PEI2 years Service code 16 · EIN 22-3189064 | Consulting | $62,500 |
COHNREZNICK LLP1 year Service code 16 · EIN 22-1478099 | Consulting | $36,150 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,867 | $90,629+23.4% | $91,989+21.6% | $82,204+36.1% |
| Participation rate | 98.8% | 84.5%+14.3pp | 78.6%+20.2pp | 73.4%+25.4pp |
| Annual return | 27.64% | 31.50%-3.9pp | 69.02%-41.4pp | 26.31%+1.3pp |
| Employer contribution / active EE | $4,645 | $3,242+43.3% | $3,452+34.6% | $2,707+71.6% |
| Participant deferral / active EE | $10,520 | $5,951+76.8% | $5,923+77.6% | $4,246+147.8% |
| Admin fee / account holder | $76 | $81-6.8% | $7,743-99.0% | $76-0.1% |