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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,168,545 |
FINANCIAL ENGINES2+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $691,277 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $352,162 | $93,789+275.5% | $67,834+419.2% | $329,111+7.0% |
| Participation rate | 99.0% | 65.9%+33.1pp | 68.8%+30.2pp | 67.9%+31.1pp |
| Annual return | 8.78% | 17.51%-8.7pp | 138.47%-129.7pp | 16.35%-7.6pp |
| Employer contribution / active EE | $31,385 | $3,924+699.8% | $2,403+1205.9% | $2,303+1262.5% |
| Participant deferral / active EE | $16,261 | $3,663+344.0% | $3,160+414.6% | $3,682+341.6% |
| Admin fee / account holder | $87 | $82+5.9% | $4,622-98.1% | $754-88.5% |