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) | $1,570,877 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $827,412 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $633,693 | $140,910+349.7% | $75,972+734.1% | $106,382+495.7% |
| Participation rate | 98.3% | 64.1%+34.1pp | 69.1%+29.2pp | 69.9%+28.4pp |
| Annual return | 15.47% | 16.51%-1.0pp | 359.55%-344.1pp | 17.37%-1.9pp |
| Employer contribution / active EE | $41,334 | $5,354+672.0% | $2,685+1439.5% | $3,364+1128.9% |
| Participant deferral / active EE | $20,648 | $5,004+312.6% | $4,255+385.2% | $5,569+270.8% |
| Admin fee / account holder | $114 | $117-2.6% | $6,467-98.2% | $79+44.3% |