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 ENGINES6+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $557,650 |
Service code 37 · EIN 04-2647786 | Loan Processing | $552,418 |
PEI3 years Service code 16 · EIN 22-3189064 | Consulting | $72,290 |
COHNREZNICK LLP2 years Service code 16 · EIN 22-1478099 | Consulting | $12,000 |
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 | $145,865 | $103,430+41.0% | $100,516+45.1% | $93,223+56.5% |
| Participation rate | 98.7% | 84.3%+14.5pp | 79.4%+19.3pp | 74.9%+23.8pp |
| Annual return | 24.37% | 24.60%-0.2pp | 30.89%-6.5pp | 19.29%+5.1pp |
| Employer contribution / active EE | $4,903 | $3,129+56.7% | $3,418+43.5% | $2,680+83.0% |
| Participant deferral / active EE | $11,725 | $6,375+83.9% | $6,270+87.0% | $4,563+156.9% |
| Admin fee / account holder | $96 | $85+13.4% | $8,081-98.8% | $79+21.1% |