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 ENGINES6+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $1,457,313 |
Service code 37 · EIN 04-2647786 | Loan Processing | $818,442 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2945469 | Consulting | $38,479 |
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 | $619,513 | $123,048+403.5% | $81,983+655.7% | $106,222+483.2% |
| Participation rate | 98.0% | 65.1%+32.9pp | 69.2%+28.7pp | 70.8%+27.2pp |
| Annual return | 17.08% | 14.83%+2.2pp | 41.31%-24.2pp | 21.69%-4.6pp |
| Employer contribution / active EE | $31,624 | $3,893+712.4% | $2,498+1166.0% | $2,723+1061.2% |
| Participant deferral / active EE | $17,619 | $4,168+322.8% | $3,722+373.4% | $4,600+283.0% |
| Admin fee / account holder | $130 | $116+11.5% | $5,664-97.7% | $78+65.4% |