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 ENGINES2+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $4,179,691 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,016,151 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,804 | $93,789+5.3% | $67,834+45.7% | $329,111-70.0% |
| Participation rate | 98.0% | 65.9%+32.1pp | 68.8%+29.2pp | 67.9%+30.1pp |
| Annual return | 25.15% | 17.51%+7.6pp | 138.47%-113.3pp | 16.35%+8.8pp |
| Employer contribution / active EE | $3,102 | $3,924-21.0% | $2,403+29.1% | $2,303+34.7% |
| Participant deferral / active EE | $4,966 | $3,663+35.6% | $3,160+57.2% | $3,682+34.9% |
| Admin fee / account holder | $85 | $82+3.6% | $4,622-98.2% | $754-88.7% |