Filed October 18, 2004 (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 |
|---|---|---|
FINANCIAL ENGINES10+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $5,521,308 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,851,850 |
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 | $147,925 | $140,910+5.0% | $76,002+94.6% | $106,408+39.0% |
| Participation rate | 95.0% | 64.1%+30.9pp | 69.1%+25.9pp | 69.9%+25.1pp |
| Annual return | 12.93% | 16.51%-3.6pp | 360.07%-347.1pp | 17.37%-4.4pp |
| Employer contribution / active EE | $4,477 | $5,354-16.4% | $2,688+66.6% | $3,361+33.2% |
| Participant deferral / active EE | $7,653 | $5,004+52.9% | $4,257+79.8% | $5,567+37.5% |
| Admin fee / account holder | $83 | $117-29.1% | $6,414-98.7% | $79+5.1% |